Great Valley Advisor Group’s S&P Global SPGI Stock Holding History

Great Valley Advisor Group’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$301K	Sell
2025 Q1	$291K	Sell
2024 Q4	$324K	Buy
2024 Q3	$305K	Buy
2024 Q2	$236K	Sell
2024 Q1	$228K	Sell
2023 Q4	$256K	Buy
2023 Q3	$207K	Buy
2023 Q2	$213K	Buy