Synergy Asset Management’s S&P Global SPGI Stock Holding History

Synergy Asset Management’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.66M	Buy
2025 Q1	$6.16M	Sell
2024 Q4	$12.1M	Buy
2024 Q3	$5.85M	Buy