Cabot Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Hold |
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|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $399K | Hold |
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|
2019
Q1 | $455K | Hold |
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|
2018
Q4 | $420K | Hold |
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|
2018
Q3 | $442K | Hold |
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|
2018
Q2 | $425K | Hold |
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|
2018
Q1 | $386K | Hold |
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|
2017
Q4 | $429K | Sell |
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|
2017
Q3 | $404K | Hold |
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|
2017
Q2 | $406K | Hold |
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|
2017
Q1 | $432K | Sell |
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|
2016
Q4 | $466K | Buy |
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|
2016
Q3 | $541K | Hold |
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|
2016
Q2 | $567K | Hold |
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|
2016
Q1 | $542K | Hold |
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|
2015
Q4 | $508K | Hold |
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|
2015
Q3 | $480K | Sell |
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|
2015
Q2 | $454K | Hold |
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|
2015
Q1 | $514K | Hold |
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|
2014
Q4 | $478K | Hold |
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|
2014
Q3 | $432K | Hold |
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|
2014
Q2 | $436K | Sell |
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|
2014
Q1 | $428K | Hold |
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|
2013
Q4 | $397K | Sell |
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|
2013
Q3 | $394K | Hold |
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|
2013
Q2 | $420K | Buy |
|