Mowery & Schoenfeld Wealth Management’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	$25.3K	Hold	48	–	–	0.04%	159
2025 Q1	$24.4K	Hold	48	–	–	0.05%	187
2024 Q4	$23.9K	Buy	+48	New	+$23.9K	0.05%	165