LA
LM Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
834
-77
| -8% | -$40.6K | 0.06% | 132 |
|
|
2025
Q1 | $463K | Buy |
911
+6
| +0.7% | +$3.05K | 0.08% | 161 |
|
|
2024
Q4 | $451K | Hold |
905
| – | – | 0.08% | 141 |
|
|
2024
Q3 | $468K | Hold |
905
| – | – | 0.1% | 125 |
|
|
2024
Q2 | $404K | Hold |
905
| – | – | ﹤0.01% | 142 |
|
|
2024
Q1 | $385K | Hold |
905
| – | – | 0.06% | 155 |
|
|
2023
Q4 | $399K | Buy |
+905
| New | +$399K | 0.08% | 133 |
|