Annis Gardner Whiting Capital Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.1K | Buy |
492
+46
| +10% | +$7.4K | 0.03% | 342 |
|
|
2025
Q1 | $74.1K | Sell |
446
-15
| -3% | -$2.49K | 0.03% | 309 |
|
|
2024
Q4 | $79.4K | Buy |
461
+15
| +3% | +$2.58K | 0.02% | 297 |
|
|
2024
Q3 | $75.4K | Sell |
446
-5
| -1% | -$845 | 0.02% | 324 |
|
|
2024
Q2 | $68.5K | Hold |
451
| – | – | 0.02% | 362 |
|
|
2024
Q1 | $70.6K | Buy |
451
+55
| +14% | +$8.61K | 0.03% | 338 |
|
|
2023
Q4 | $56.5K | Buy |
396
+91
| +30% | +$13K | 0.03% | 289 |
|
|
2023
Q3 | $33K | Buy |
+305
| New | +$33K | 0.02% | 332 |
|