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

Partners Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$256K	Sell
2025 Q2	$269K	Hold
2025 Q1	$268K	Sell
2024 Q4	$263K	Buy