BCGM 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
$1.62M Buy
10,086
+110
+1% +$17.7K 0.46% 58
2025
Q1
$1.66M Sell
9,976
-40
-0.4% -$6.64K 0.51% 55
2024
Q4
$1.72M Buy
10,016
+139
+1% +$23.9K 0.55% 49
2024
Q3
$1.67M Buy
9,877
+45
+0.5% +$7.61K 0.54% 50
2024
Q2
$1.49M Sell
9,832
-154
-2% -$23.4K 0.52% 52
2024
Q1
$1.56M Buy
9,986
+340
+4% +$53.2K 0.56% 50
2023
Q4
$1.38M Sell
9,646
-88
-0.9% -$12.6K 0.56% 45
2023
Q3
$1.05M Buy
9,734
+254
+3% +$27.4K 0.48% 50
2023
Q2
$1.09M Sell
9,480
-77
-0.8% -$8.89K 0.48% 47
2023
Q1
$1.07M Sell
9,557
-250
-3% -$28K 0.54% 45
2022
Q4
$1.15M Buy
9,807
+1,400
+17% +$164K 0.56% 41
2022
Q3
$938K Buy
8,407
+1,832
+28% +$204K 0.47% 48
2022
Q2
$714K Buy
+6,575
New +$714K 0.36% 56