Quotient Wealth Partners’s S&P Global SPGI Stock Holding History

Quotient Wealth Partners’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$713K	Sell
2025 Q2	$783K	Sell
2025 Q1	$759K	Buy
2024 Q4	$712K	Buy
2024 Q3	$727K	Sell
2024 Q2	$676K	Sell
2024 Q1	$931K	Sell
2023 Q4	$1.21M	Buy