SAM
Synergy Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
12,625
+497
| +4% | +$262K | 0.76% | 27 |
|
|
2025
Q1 | $6.16M | Sell |
12,128
-11,740
| -49% | -$5.97M | 0.78% | 30 |
|
|
2024
Q4 | $12.1M | Buy |
23,868
+12,547
| +111% | +$6.34M | 0.93% | 24 |
|
|
2024
Q3 | $5.85M | Buy |
+11,321
| New | +$5.85M | 0.89% | 28 |
|