Leo Wealth LLC’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
Q2
$1.99M Buy
2025
Q1
$508K Sell
2024
Q4
$1.26M Buy
2024
Q3
$504K Sell
2024
Q2
$447K Sell
2024
Q1
$519K Sell
2023
Q4
$569K Buy