Asset Planning Inc’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
$408K Hold
2,535
0.31% 51
2025
Q1
$421K Hold
2,535
0.33% 49
2024
Q4
$437K Buy
+2,535
New +$437K 0.33% 49