Sage Mountain Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$997K Buy
2025
Q1
$945K Buy
2024
Q4
$887K Buy
2024
Q3
$798K Buy
2024
Q2
$630K Buy
2024
Q1
$438K Buy
2023
Q4
$370K Sell
2023
Q3
$310K Buy
2023
Q2
$322K Buy
2023
Q1
$269K Buy