Precedent Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Precedent Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.37M	Hold
2025 Q2	$1.27M	Buy
2025 Q1	$1.09M	Hold
2024 Q4	$1.15M	Buy
2024 Q3	$1.11M	Hold
2024 Q2	$1.05M	Buy
2024 Q1	$1.01M	Hold
2023 Q4	$915K	Buy