Sunbeam Capital Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
591
+1
+0.2% +$527 0.24% 66
2025
Q1
$300K Buy
590
+1
+0.2% +$508 0.29% 61
2024
Q4
$293K Buy
+589
New +$293K 0.27% 64