Carson Wealth (CWM LLC)’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
12,763
+2,310
| +22% | +$371K | 0.01% | 937 |
|
|
2025
Q1 | $1.74M | Buy |
10,453
+748
| +8% | +$124K | 0.01% | 873 |
|
|
2024
Q4 | $1.67M | Buy |
9,705
+323
| +3% | +$55.6K | 0.01% | 850 |
|
|
2024
Q3 | $1.59M | Buy |
9,382
+302
| +3% | +$51.1K | 0.01% | 800 |
|
|
2024
Q2 | $1.38M | Buy |
9,080
+1,621
| +22% | +$246K | 0.01% | 755 |
|
|
2024
Q1 | $1.17M | Buy |
7,459
+545
| +8% | +$85.3K | 0.01% | 797 |
|
|
2023
Q4 | $986K | Buy |
6,914
+502
| +8% | +$71.6K | 0.01% | 815 |
|
|
2023
Q3 | $693K | Buy |
6,412
+1,608
| +33% | +$174K | ﹤0.01% | 875 |
|
|
2023
Q2 | $555K | Buy |
4,804
+794
| +20% | +$91.7K | ﹤0.01% | 902 |
|
|
2023
Q1 | $449K | Sell |
4,010
-15
| -0.4% | -$1.68K | ﹤0.01% | 917 |
|
|
2022
Q4 | $473K | Sell |
4,025
-282
| -7% | -$33.1K | ﹤0.01% | 828 |
|
|
2022
Q3 | $387K | Buy |
4,307
+1,656
| +62% | +$149K | ﹤0.01% | 821 |
|
|
2022
Q2 | $252K | Buy |
2,651
+514
| +24% | +$48.9K | ﹤0.01% | 952 |
|
|
2022
Q1 | $281K | Buy |
2,137
+642
| +43% | +$84.4K | ﹤0.01% | 906 |
|
|
2021
Q4 | $239K | Buy |
+1,495
| New | +$239K | ﹤0.01% | 947 |
|
|
2021
Q2 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 780 |
|
|
2020
Q3 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 780 |
|
|
2020
Q2 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 780 |
|
|
2020
Q1 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 780 |
|
|
2019
Q4 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 780 |
|
|
2019
Q3 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 780 |
|
|
2019
Q2 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 780 |
|
|
2019
Q1 | $301K | Buy |
2,307
+1,972
| +589% | +$257K | ﹤0.01% | 780 |
|
|
2018
Q4 | $56K | Buy |
335
+133
| +66% | +$22.2K | ﹤0.01% | 855 |
|
|
2018
Q3 | $36K | Sell |
202
-88
| -30% | -$15.7K | ﹤0.01% | 819 |
|
|
2018
Q2 | $49K | Sell |
290
-16
| -5% | -$2.7K | ﹤0.01% | 632 |
|
|
2018
Q1 | $47K | Buy |
306
+107
| +54% | +$16.4K | ﹤0.01% | 567 |
|
|
2017
Q4 | $34K | Sell |
199
-287
| -59% | -$49K | ﹤0.01% | 601 |
|
|
2017
Q3 | $78K | Buy |
486
+467
| +2,458% | +$75K | ﹤0.01% | 445 |
|
|
2017
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 971 |
|
|
2017
Q1 | $3K | Sell |
19
-61
| -76% | -$9.63K | ﹤0.01% | 949 |
|
|
2016
Q4 | $14K | Buy |
80
+77
| +2,567% | +$13.5K | ﹤0.01% | 666 |
|
|
2016
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 957 |
|
|
2016
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 754 |
|