PFW 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
$215K Hold
408
0.07% 119
2025
Q1
$207K Hold
408
0.07% 116
2024
Q4
$203K Buy
+408
New +$203K 0.06% 121
2019
Q3
$210K Buy
+407
New +$210K 0.06% 118