GeoWealth 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 | $3.56M | Sell |
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|
2025
Q1 | $4.48M | Sell |
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|
2024
Q4 | $4.79M | Buy |
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|
2024
Q3 | $3.8M | Sell |
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|
2024
Q2 | $3.42M | Buy |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $964K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $456K | Buy |
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