Petros Family Wealth’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	$549K	Sell	1,041 -9	-0.9%	-$4.75K	0.5%	63
2025 Q1	$534K	Buy	1,050 +116	+12%	+$58.9K	0.59%	51
2024 Q4	$465K	Buy	+934	New	+$465K	0.5%	55