Moss Adams Wealth Advisors’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$494K	Buy	937 +104	+12%	+$54.8K	0.04%	129
2025 Q1	$423K	Sell	833 -62	-7%	-$31.5K	0.04%	123
2024 Q4	$446K	Buy	895 +77	+9%	+$38.3K	0.05%	108
2024 Q3	$423K	Buy	818 +304	+59%	+$157K	0.05%	106
2024 Q2	$229K	Buy	+514	New	+$229K	0.03%	154