Papamarkou Wellner 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
$3.42M Buy
6,490
+71
+1% +$37.4K 2.26% 11
2025
Q1
$3.26M Sell
6,419
-27
-0.4% -$13.7K 2.27% 11
2024
Q4
$3.21M Buy
+6,446
New +$3.21M 2.21% 10