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ORG Wealth Partners’s S&P Global SPGI Stock Holding History

ORG Wealth Partners’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$587K Sell
1,109
-184
-14% -$97.4K 0.14% 100
2025
Q1 		$661K Buy
1,293
+276
+27% +$141K 0.2% 89
2024
Q4 		$507K Buy
1,017
+570
+128% +$284K 0.16% 64
2024
Q3 		$231K Buy
+447
New +$231K 0.08% 119