American Trust Investment Advisors’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$874K Buy
2024
Q4
$832K Buy
2024
Q3
$659K Buy
2024
Q2
$213K Sell
2024
Q1
$248K Buy