Paragon 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	$691K	Buy	1,311 +275	+27%	+$145K	0.28%	102
2025 Q1	$526K	Buy	1,036 +321	+45%	+$163K	0.24%	111
2024 Q4	$356K	Buy	715 +147	+26%	+$73.2K	0.16%	128
2024 Q3	$293K	Buy	568 +87	+18%	+$44.9K	0.15%	132
2024 Q2	$215K	Buy	+481	New	+$215K	0.12%	146