Plancorp LLC’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	$359K	Buy	680 +90	+15%	+$47.5K	0.01%	270
2025 Q1	$300K	Sell	590 -45	-7%	-$22.9K	0.01%	278
2024 Q4	$316K	Buy	635 +239	+60%	+$119K	0.01%	244
2024 Q3	$205K	Buy	+396	New	+$205K	0.01%	300