Rainier 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
$293K Sell
556
-67
-11% -$35.3K 0.29% 60
2025
Q1
$317K Sell
623
-10
-2% -$5.08K 0.37% 57
2024
Q4
$315K Buy
+633
New +$315K 0.38% 56