Walkner Condon Financial 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	$245K	Buy	464 +4	+0.9%	+$2.11K	0.05%	245
2025 Q1	$234K	Buy	460 +38	+9%	+$19.3K	0.05%	241
2024 Q4	$210K	Buy	422 +5	+1%	+$2.49K	0.04%	265
2024 Q3	$215K	Buy	+417	New	+$215K	0.04%	256