Occidental Asset 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
$293K Buy
556
+16
+3% +$8.44K 0.04% 197
2025
Q1
$274K Buy
+540
New +$274K 0.04% 199