Vivid Wealth Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.61M Buy
2025
Q2
$2.74M Buy
2025
Q1
$2.62M Buy
2024
Q4
$2.26M Buy
2024
Q3
$2.25M Buy