LM Advisors’s S&P Global SPGI Stock Holding History

LM Advisors’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 Q2	$440K	Sell
2025 Q1	$463K	Buy
2024 Q4	$451K	Hold
2024 Q3	$468K	Hold
2024 Q2	$404K	Hold
2024 Q1	$385K	Hold
2023 Q4	$399K	Buy