Bartlett & Co Wealth Management’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 | $17.2K | Sell |
107
-1
| -0.9% | -$161 | ﹤0.01% | 838 |
|
|
2025
Q1 | $17.9K | Buy |
108
+1
| +0.9% | +$166 | ﹤0.01% | 830 |
|
|
2024
Q4 | $18.4K | Sell |
107
-38
| -26% | -$6.54K | ﹤0.01% | 818 |
|
|
2024
Q3 | $24.5K | Hold |
145
| – | – | ﹤0.01% | 784 |
|
|
2024
Q2 | $22K | Buy |
145
+38
| +36% | +$5.77K | ﹤0.01% | 803 |
|
|
2024
Q1 | $16.7K | Hold |
107
| – | – | ﹤0.01% | 845 |
|
|
2023
Q4 | $15.6K | Hold |
107
| – | – | ﹤0.01% | 924 |
|
|
2023
Q3 | $11.6K | Hold |
107
| – | – | ﹤0.01% | 912 |
|
|
2023
Q2 | $12.4K | Sell |
107
-100
| -48% | -$11.5K | ﹤0.01% | 899 |
|
|
2023
Q1 | $23.2K | Hold |
207
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $24.3K | Hold |
207
| – | – | ﹤0.01% | 685 |
|
|
2022
Q3 | $18.6K | Sell |
207
-41
| -17% | -$3.68K | ﹤0.01% | 719 |
|
|
2022
Q2 | $23.5K | Buy |
248
+41
| +20% | +$3.89K | ﹤0.01% | 702 |
|
|
2022
Q1 | $27.2K | Buy |
+207
| New | +$27.2K | ﹤0.01% | 685 |
|
|
2021
Q4 | – | Sell |
-207
| Closed | -$26.9K | – | 809 |
|
|
2021
Q3 | $26.9K | Sell |
207
-19
| -8% | -$2.47K | ﹤0.01% | 601 |
|
|
2021
Q2 | $29.5K | Hold |
226
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $25.7K | Sell |
226
-150
| -40% | -$17.1K | ﹤0.01% | 636 |
|
|
2020
Q4 | $32.6K | Buy |
376
+19
| +5% | +$1.65K | ﹤0.01% | 599 |
|
|
2020
Q3 | $23.1K | Sell |
357
-1,000
| -74% | -$64.7K | ﹤0.01% | 602 |
|
|
2020
Q2 | $92.8K | Sell |
1,357
-1,062
| -44% | -$72.6K | ﹤0.01% | 388 |
|
|
2020
Q1 | $133K | Sell |
2,419
-1,500
| -38% | -$82.3K | ﹤0.01% | 334 |
|
|
2019
Q4 | $584K | Buy |
3,919
+1,729
| +79% | +$258K | 0.01% | 251 |
|
|
2019
Q3 | $341K | Buy |
2,190
+1,883
| +613% | +$293K | 0.01% | 282 |
|
|
2019
Q2 | $49K | Hold |
307
| – | – | ﹤0.01% | 434 |
|
|
2019
Q1 | $55.9K | Hold |
307
| – | – | ﹤0.01% | 407 |
|
|
2018
Q4 | $51.6K | Hold |
307
| – | – | ﹤0.01% | 409 |
|
|
2018
Q3 | $54.3K | Hold |
307
| – | – | ﹤0.01% | 426 |
|
|
2018
Q2 | $52.2K | Hold |
307
| – | – | ﹤0.01% | 422 |
|
|
2018
Q1 | $47.4K | Buy |
+307
| New | +$47.4K | ﹤0.01% | 435 |
|