CWA Asset Management Group’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 Q2	$741K	Buy	3,314 +533	+19%	+$110K	0.02%	434
2026 Q1	$519K	Buy	2,781 +206	+8%	+$39.3K	0.02%	480
2025 Q4	$477K	Buy	2,575 +323	+14%	+$58.7K	0.02%	469
2025 Q3	$423K	Buy	2,252 +194	+9%	+$33.5K	0.02%	494
2025 Q2	$331K	Buy	2,058 +178	+9%	+$28.1K	0.01%	522
2025 Q1	$312K	Sell	1,880 -291	-13%	-$50.9K	0.02%	504
2024 Q4	$374K	Sell	2,171 -6,721	-76%	-$1.18M	0.02%	438
2024 Q3	$1.5M	Buy	+8,892	New	+$1.41M	0.08%	186
2024 Q1	$1.2M	Buy	7,668 +4,447	+138%	+$652K	0.07%	199
2023 Q4	$459K	Sell	3,221 -930	-22%	-$112K	0.03%	261
2023 Q3	$448K	Sell	4,151 -177	-4%	-$20.7K	0.03%	230
2023 Q2	$500K	Buy	4,328 +369	+9%	+$40.2K	0.03%	219
2023 Q1	$443K	Buy	3,959 +536	+16%	+$64K	0.03%	214
2022 Q4	$402K	Buy	3,423 +652	+24%	+$72.5K	0.03%	215
2022 Q3	$249K	Buy	+2,771	New	+$283K	0.02%	254
2021 Q1	–	Sell	-43,582	Closed	-$3.72M	–	297
2020 Q4	$3.72M	Buy	43,582 +3	+0%	+$229	0.39%	70
2020 Q3	$2.82M	Buy	43,579 +3	+0%	+$197	0.38%	64
2020 Q2	$2.98M	Buy	+43,576	New	+$2.73M	0.52%	51