The Family Firm’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 Q1	–	Sell	-414	Closed	-$207K	–	218
2024 Q4	$207K	Hold	414	–	–	0.05%	204
2024 Q3	$214K	Buy	414 +25	+6%	+$12.9K	0.05%	198
2024 Q2	$173K	Buy	+389	New	+$173K	0.04%	214