Spire Wealth Management’s Peoples Bancorp PEBO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-310	Closed	-$9.31K	–	2371
2025 Q4	$9.31K	Sell	310 -1,030	-77%	-$30.6K	﹤0.01%	1730
2025 Q3	$40.2K	Hold	1,340	–	–	﹤0.01%	1304
2025 Q2	$40.9K	Sell	1,340 -10	-0.7%	-$292	﹤0.01%	1276
2025 Q1	$40K	Hold	1,350	–	–	﹤0.01%	1359
2024 Q4	$42.8K	Buy	+1,350	New	+$44.3K	﹤0.01%	1337
2022 Q2	–	Sell	-2,916	Closed	-$91K	–	2795
2022 Q1	$91K	Sell	2,916 -147	-5%	-$4.77K	﹤0.01%	1197
2021 Q4	$97K	Buy	3,063 +152	+5%	+$4.89K	﹤0.01%	1417
2021 Q3	$92K	Buy	2,911 +369	+15%	+$11.2K	﹤0.01%	1225
2021 Q2	$75K	Hold	2,542	–	–	﹤0.01%	1316
2021 Q1	$84K	Buy	+2,542	New	+$81.4K	﹤0.01%	1469