EP Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
2,053
+345
| +20% | +$55.5K | ﹤0.01% | 964 |
|
|
2025
Q1 | $284K | Sell |
1,708
-2,680
| -61% | -$445K | ﹤0.01% | 937 |
|
|
2024
Q4 | $756K | Buy |
4,388
+2,537
| +137% | +$437K | 0.01% | 575 |
|
|
2024
Q3 | $313K | Buy |
1,851
+413
| +29% | +$69.8K | ﹤0.01% | 840 |
|
|
2024
Q2 | $218K | Buy |
+1,438
| New | +$218K | ﹤0.01% | 738 |
|