Mattern Wealth Management’s S&P Global SPGI Stock Holding History

Mattern Wealth Management’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	$316K	Sell
2025 Q2	$372K	Sell
2025 Q1	$382K	Sell
2024 Q4	$634K	Sell
2024 Q3	$735K	Sell
2024 Q2	$1.61M	Sell
2024 Q1	$1.64M	Buy
2023 Q4	$1.55M	Buy