Oakwell Private 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	$922K	Buy	1,749 +376	+27%	+$198K	0.21%	40
2025 Q1	$698K	Buy	+1,373	New	+$698K	0.19%	40