TrueWealth Advisors’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	$524K	Buy	995 +331	+50%	+$174K	0.16%	120
2025 Q1	$338K	Buy	+664	New	+$338K	0.11%	149
2024 Q4	–	Sell	-753	Closed	-$389K	–	241
2024 Q3	$389K	Buy	+753	New	+$389K	0.13%	143