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

RWA 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	$17.3M	Buy
2025 Q2	$18.5M	Buy
2025 Q1	$17.7M	Buy
2024 Q4	$16.7M	Buy
2024 Q3	$3.68M	Buy
2024 Q2	$3M	Sell
2024 Q1	$2.98M	Buy
2023 Q4	$3.07M	Buy
2018 Q3	–	Sell
2018 Q2	$27K	Buy
2018 Q1	$24K	Buy