GM
GeoWealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
22,175
-4,788
| -18% | -$770K | 0.14% | 89 |
|
|
2025
Q1 | $4.48M | Sell |
26,963
-825
| -3% | -$137K | 0.18% | 73 |
|
|
2024
Q4 | $4.79M | Buy |
27,788
+5,332
| +24% | +$918K | 0.16% | 105 |
|
|
2024
Q3 | $3.8M | Sell |
22,456
-103
| -0.5% | -$17.4K | 0.13% | 122 |
|
|
2024
Q2 | $3.42M | Buy |
22,559
+5,802
| +35% | +$881K | 0.15% | 102 |
|
|
2024
Q1 | $2.62M | Buy |
16,757
+4,158
| +33% | +$651K | 0.1% | 148 |
|
|
2023
Q4 | $1.8M | Buy |
12,599
+3,673
| +41% | +$524K | 0.15% | 131 |
|
|
2023
Q3 | $964K | Buy |
+8,926
| New | +$964K | 0.11% | 148 |
|
|
2023
Q1 | – | Sell |
-1,985
| Closed | -$233K | – | 436 |
|
|
2022
Q4 | $233K | Buy |
+1,985
| New | +$233K | 0.02% | 228 |
|
|
2022
Q3 | – | Sell |
-3,405
| Closed | -$323K | – | 373 |
|
|
2022
Q2 | $323K | Sell |
3,405
-60
| -2% | -$5.69K | 0.04% | 204 |
|
|
2022
Q1 | $456K | Buy |
+3,465
| New | +$456K | 0.04% | 218 |
|