Halbert Hargrove Global Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.92K Sell
2025
Q2
$5.8K Sell
2025
Q1
$6.1K Buy
2022
Q2
Sell
2022
Q1
$230K Buy
2021
Q4
$218K Buy