Heritage Family Offices’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	$579K	Hold	1,152	–	–	0.29%	84
2025 Q1	$585K	Buy	1,152 +40	+4%	+$20.3K	0.3%	82
2024 Q4	$554K	Buy	1,112 +63	+6%	+$31.4K	0.28%	81
2024 Q3	$542K	Sell	1,049 -27	-3%	-$14K	0.28%	77
2024 Q2	$480K	Buy	+1,076	New	+$480K	0.27%	77