Partners 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	$269K	Hold	527	–	–	0.31%	89
2025 Q1	$268K	Sell	527 -1	-0.2%	-$508	0.3%	89
2024 Q4	$263K	Buy	+528	New	+$263K	0.3%	89