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S.E.E.D. Planning Group’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
2,722
+644
+31% +$340K 0.45% 48
2025
Q1
$1.06M Buy
2,078
+1,159
+126% +$589K 0.36% 51
2024
Q4
$458K Buy
+919
New +$458K 0.15% 70
2024
Q2
Sell
-1,171
Closed -$498K 78
2024
Q1
$498K Buy
+1,171
New +$498K 0.18% 63