Perennial Investment Advisors’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	$234K	Buy	443 +11	+3%	+$5.8K	0.02%	409
2025 Q1	$220K	Buy	432 +29	+7%	+$14.7K	0.02%	383
2024 Q4	$201K	Buy	+403	New	+$201K	0.02%	384