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Williamson Legacy Group’s S&P Global SPGI Stock Holding History

Williamson Legacy Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,759
Closed -$894K – 133
2025
Q1 		$894K Buy
1,759
+148
+9% +$75.2K 0.85% 61
2024
Q4 		$802K Sell
1,611
-71
-4% -$35.4K 0.53% 64
2024
Q3 		$869K Buy
+1,682
New +$869K 0.58% 57