StrongBox Wealth’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
Q3
$280K Hold
2025
Q2
$303K Hold
2025
Q1
$292K Hold
2024
Q4
$286K Hold
2024
Q3
$297K Hold
2024
Q2
$256K Hold
2024
Q1
$245K Sell
2023
Q4
$258K Buy
2023
Q3
$210K Buy