Bank Julius Baer & Co’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 | $3.59M | Buy |
22,300
+3,998
| +22% | +$643K | 0.01% | 278 |
|
|
2025
Q1 | $3.44M | Buy |
18,302
+159
| +0.9% | +$29.8K | 0.01% | 265 |
|
|
2024
Q4 | $3.45M | Buy |
18,143
+11,221
| +162% | +$2.13M | 0.01% | 255 |
|
|
2024
Q3 | $1.39M | Buy |
6,922
+294
| +4% | +$58.9K | ﹤0.01% | 271 |
|
|
2024
Q2 | $1.12M | Buy |
6,628
+2,182
| +49% | +$369K | ﹤0.01% | 232 |
|
|
2024
Q1 | $696K | Buy |
4,446
+237
| +6% | +$37.1K | ﹤0.01% | 290 |
|
|
2023
Q4 | $600K | Buy |
4,209
+233
| +6% | +$33.2K | ﹤0.01% | 314 |
|
|
2023
Q3 | $430K | Sell |
3,976
-554
| -12% | -$59.9K | ﹤0.01% | 333 |
|
|
2023
Q2 | $523K | Buy |
4,530
+1,249
| +38% | +$144K | ﹤0.01% | 327 |
|
|
2023
Q1 | $367K | Sell |
3,281
-179
| -5% | -$20K | ﹤0.01% | 378 |
|
|
2022
Q4 | $406K | Sell |
3,460
-1,355
| -28% | -$159K | ﹤0.01% | 359 |
|
|
2022
Q3 | $432K | Sell |
4,815
-2,259
| -32% | -$203K | ﹤0.01% | 345 |
|
|
2022
Q2 | $671K | Buy |
7,074
+673
| +11% | +$63.8K | ﹤0.01% | 317 |
|
|
2022
Q1 | $842K | Buy |
6,401
+172
| +3% | +$22.6K | 0.01% | 300 |
|
|
2021
Q4 | $995K | Sell |
6,229
-977
| -14% | -$156K | 0.01% | 354 |
|
|
2021
Q3 | $937K | Buy |
7,206
+86
| +1% | +$11.2K | 0.01% | 339 |
|
|
2021
Q2 | $929K | Sell |
7,120
-871
| -11% | -$114K | 0.01% | 358 |
|
|
2021
Q1 | $909K | Buy |
7,991
+111
| +1% | +$12.6K | 0.01% | 353 |
|
|
2020
Q4 | $672K | Sell |
7,880
-970
| -11% | -$82.7K | 0.01% | 406 |
|
|
2020
Q3 | $572K | Sell |
8,850
-2,021
| -19% | -$131K | 0.01% | 366 |
|
|
2020
Q2 | $743K | Sell |
10,871
-75
| -0.7% | -$5.13K | 0.01% | 311 |
|
|
2020
Q1 | $601K | Buy |
+10,946
| New | +$601K | 0.01% | 293 |
|