Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.15M | Sell |
22,262
-228
| -1% | -$43.5K | 0.01% | 891 |
|
|
2025
Q4 | $4.16M | Buy |
22,490
+1,358
| +6% | +$247K | 0.01% | 854 |
|
|
2025
Q3 | $3.97M | Buy |
21,132
+8,369
| +66% | +$1.44M | 0.01% | 812 |
|
|
2025
Q2 | $2.05M | Buy |
12,763
+2,310
| +22% | +$365K | 0.01% | 937 |
|
|
2025
Q1 | $1.74M | Buy |
10,453
+748
| +8% | +$131K | 0.01% | 873 |
|
|
2024
Q4 | $1.67M | Buy |
9,705
+323
| +3% | +$56.7K | 0.01% | 850 |
|
|
2024
Q3 | $1.59M | Buy |
9,382
+302
| +3% | +$47.8K | 0.01% | 801 |
|
|
2024
Q2 | $1.38M | Buy |
9,080
+1,621
| +22% | +$239K | 0.01% | 756 |
|
|
2024
Q1 | $1.17M | Buy |
7,459
+545
| +8% | +$79.9K | 0.01% | 798 |
|
|
2023
Q4 | $986K | Buy |
6,914
+502
| +8% | +$60.7K | 0.01% | 816 |
|
|
2023
Q3 | $693K | Buy |
6,412
+1,608
| +33% | +$188K | ﹤0.01% | 876 |
|
|
2023
Q2 | $555K | Buy |
4,804
+794
| +20% | +$86.5K | ﹤0.01% | 903 |
|
|
2023
Q1 | $449K | Sell |
4,010
-15
| -0.4% | -$1.79K | ﹤0.01% | 919 |
|
|
2022
Q4 | $473K | Sell |
4,025
-282
| -7% | -$31.3K | ﹤0.01% | 830 |
|
|
2022
Q3 | $387K | Buy |
4,307
+1,656
| +62% | +$169K | ﹤0.01% | 823 |
|
|
2022
Q2 | $252K | Buy |
2,651
+514
| +24% | +$58.9K | ﹤0.01% | 954 |
|
|
2022
Q1 | $281K | Buy |
2,137
+642
| +43% | +$91.5K | ﹤0.01% | 908 |
|
|
2021
Q4 | $239K | Buy |
+1,495
| New | +$228K | ﹤0.01% | 949 |
|
|
2021
Q2 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 782 |
|
|
2020
Q3 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 782 |
|
|
2020
Q2 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 782 |
|
|
2020
Q1 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 782 |
|
|
2019
Q4 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 782 |
|
|
2019
Q3 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 782 |
|
|
2019
Q2 | $301K | Hold |
2,307
| – | – | ﹤0.01% | 782 |
|
|
2019
Q1 | $301K | Buy |
2,307
+1,972
| +589% | +$351K | ﹤0.01% | 782 |
|
|
2018
Q4 | $56K | Buy |
335
+133
| +66% | +$23.8K | ﹤0.01% | 858 |
|
|
2018
Q3 | $36K | Sell |
202
-88
| -30% | -$15.6K | ﹤0.01% | 821 |
|
|
2018
Q2 | $49K | Sell |
290
-16
| -5% | -$2.55K | ﹤0.01% | 634 |
|
|
2018
Q1 | $47K | Buy |
306
+107
| +54% | +$17K | ﹤0.01% | 568 |
|
|
2017
Q4 | $34K | Sell |
199
-287
| -59% | -$46.6K | ﹤0.01% | 602 |
|
|
2017
Q3 | $78K | Buy |
486
+467
| +2,458% | +$74.6K | ﹤0.01% | 446 |
|
|
2017
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 972 |
|
|
2017
Q1 | $3K | Sell |
19
-61
| -76% | -$10.9K | ﹤0.01% | 950 |
|
|
2016
Q4 | $14K | Buy |
80
+77
| +2,567% | +$14.3K | ﹤0.01% | 667 |
|
|
2016
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 959 |
|
|
2016
Q2 | $1K | Buy |
+3
| New | +$612 | ﹤0.01% | 758 |
|
Other funds holding SPG
VPM
VCM
