Aspiriant LLC’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 | $866K | Sell |
5,386
-465
| -8% | -$74.8K | 0.03% | 158 |
|
|
2025
Q1 | $972K | Buy |
5,851
+74
| +1% | +$12.3K | 0.03% | 142 |
|
|
2024
Q4 | $995K | Sell |
5,777
-74
| -1% | -$12.7K | 0.04% | 144 |
|
|
2024
Q3 | $989K | Buy |
5,851
+103
| +2% | +$17.4K | 0.04% | 146 |
|
|
2024
Q2 | $873K | Sell |
5,748
-1,533
| -21% | -$233K | 0.04% | 150 |
|
|
2024
Q1 | $1.14M | Buy |
+7,281
| New | +$1.14M | 0.05% | 138 |
|