Hemington Wealth Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Sell
276
-8
-3% -$4.2K 0.02% 176
2025
Q1
$144K Buy
284
+21
+8% +$10.6K 0.02% 158
2024
Q4
$130K Buy
263
+24
+10% +$11.9K 0.03% 160
2024
Q3
$114K Buy
+239
New +$114K 0.03% 168