Whitaker-Myers Wealth Managers’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	$578K	Buy	1,096 +124	+13%	+$65.4K	0.15%	68
2025 Q1	$494K	Buy	+972	New	+$494K	0.14%	61
2024 Q4	–	Sell	-611	Closed	-$316K	–	137
2024 Q3	$316K	Buy	+611	New	+$316K	0.11%	82