AOWM
Alpha Omega Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Sell |
41,835
-544
| -1% | -$87.5K | 1.2% | 21 |
|
|
2025
Q1 | $7.04M | Sell |
42,379
-1,435
| -3% | -$238K | 1.35% | 18 |
|
|
2024
Q4 | $7.55M | Sell |
43,814
-586
| -1% | -$101K | 1.43% | 15 |
|
|
2024
Q3 | $7.5M | Sell |
44,400
-886
| -2% | -$150K | 1.38% | 16 |
|
|
2024
Q2 | $6.87M | Buy |
45,286
+27
| +0.1% | +$4.1K | 1.31% | 17 |
|
|
2024
Q1 | $7.08M | Sell |
45,259
-2,012
| -4% | -$315K | 1.32% | 16 |
|
|
2023
Q4 | $6.74M | Sell |
47,271
-2,342
| -5% | -$334K | 1.12% | 18 |
|
|
2023
Q3 | $5.36M | Sell |
49,613
-560
| -1% | -$60.5K | 0.92% | 23 |
|
|
2023
Q2 | $5.79M | Sell |
50,173
-101
| -0.2% | -$11.7K | 0.98% | 22 |
|
|
2023
Q1 | $5.63M | Buy |
50,274
+1,164
| +2% | +$130K | 0.97% | 22 |
|
|
2022
Q4 | $5.77M | Buy |
49,110
+3,060
| +7% | +$359K | 1.02% | 22 |
|
|
2022
Q3 | $4.13M | Buy |
46,050
+42,544
| +1,213% | +$3.82M | 0.79% | 33 |
|
|
2022
Q2 | $333K | Buy |
3,506
+771
| +28% | +$73.2K | 0.06% | 165 |
|
|
2022
Q1 | $360K | Buy |
2,735
+167
| +7% | +$22K | 0.06% | 171 |
|
|
2021
Q4 | $419K | Sell |
2,568
-1,198
| -32% | -$195K | 0.06% | 164 |
|
|
2021
Q3 | $489K | Buy |
3,766
+190
| +5% | +$24.7K | 0.08% | 152 |
|
|
2021
Q2 | $467K | Buy |
3,576
+76
| +2% | +$9.93K | 0.08% | 156 |
|
|
2021
Q1 | $398K | Buy |
3,500
+440
| +14% | +$50K | 0.07% | 162 |
|
|
2020
Q4 | $261K | Buy |
+3,060
| New | +$261K | 0.04% | 180 |
|