Congress 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 Q2	$1.07M	Buy	6,653 +2,404	+57%	+$380K	0.01%	686
2025 Q1	$706K	Buy	4,249 +1,887	+80%	+$330K	0.01%	717
2024 Q4	$407K	Sell	2,362 -814	-26%	-$143K	0.01%	689
2024 Q3	$537K	Sell	3,176 -498	-14%	-$78.8K	0.01%	628
2024 Q2	$558K	Buy	3,674 +32	+0.9%	+$4.71K	0.01%	522
2024 Q1	$570K	Buy	3,642 +7	+0.2%	+$1.03K	0.01%	439
2023 Q4	$519K	Sell	3,635 -198	-5%	-$23.9K	0.01%	457
2023 Q3	$414K	Sell	3,833 -19	-0.5%	-$2.23K	0.01%	479
2023 Q2	$445K	Sell	3,852 -2,096	-35%	-$228K	0.01%	432
2023 Q1	$666K	Buy	5,948 +382	+7%	+$45.6K	0.02%	388
2022 Q4	$654K	Buy	5,566 +705	+15%	+$78.4K	0.02%	381
2022 Q3	$437K	Buy	+4,861	New	+$497K	0.01%	424
2022 Q2	–	Sell	-2,060	Closed	-$270K	–	613
2022 Q1	$270K	Sell	2,060 -37	-2%	-$5.27K	0.01%	532
2021 Q4	$335K	Buy	+2,097	New	+$320K	0.01%	516