Whalen Wealth Management’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	$503K	Buy	+954	New	+$503K	0.32%	95
2025 Q1	–	Sell	-1,390	Closed	-$692K	–	171
2024 Q4	$692K	Buy	+1,390	New	+$692K	0.48%	40
2024 Q2	–	Sell	-504	Closed	-$214K	–	134
2024 Q1	$214K	Buy	+504	New	+$214K	0.16%	105