Badgley Phelps Wealth Managers’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
Sell
-1,584
Closed -$263K 303
2025
Q1
$263K Sell
1,584
-337
-18% -$56K 0.01% 271
2024
Q4
$331K Buy
1,921
+488
+34% +$84K 0.01% 247
2024
Q3
$242K Buy
+1,433
New +$242K 0.01% 267