Legacy Capital Wealth Partners’s S&P Global SPGI Stock Holding History

Legacy Capital Wealth Partners’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	$643K	Sell
2025 Q2	$708K	Sell
2025 Q1	$753K	Sell
2024 Q4	$846K	Sell
2024 Q3	$1.85M	Buy
2024 Q2	$857K	Buy
2024 Q1	–	Sell
2023 Q4	$904K	Buy
2023 Q3	$724K	Buy
2023 Q2	–	Sell
2023 Q1	$555K	Buy