GHP Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Buy |
442
+5
| +1% | +$803 | ﹤0.01% | 475 |
|
|
2025
Q1 | $72.6K | Buy |
437
+4
| +0.9% | +$665 | ﹤0.01% | 463 |
|
|
2024
Q4 | $74.5K | Buy |
433
+5
| +1% | +$860 | ﹤0.01% | 467 |
|
|
2024
Q3 | $72.4K | Buy |
428
+83
| +24% | +$14K | ﹤0.01% | 477 |
|
|
2024
Q2 | $52.4K | Buy |
345
+4
| +1% | +$608 | ﹤0.01% | 499 |
|
|
2024
Q1 | $53.3K | Buy |
341
+5
| +1% | +$782 | ﹤0.01% | 496 |
|
|
2023
Q4 | $48K | Sell |
336
-75
| -18% | -$10.7K | ﹤0.01% | 489 |
|
|
2023
Q3 | $44K | Buy |
+411
| New | +$44K | ﹤0.01% | 509 |
|
|
2022
Q3 | – | Sell |
-69
| Closed | -$7K | – | 967 |
|
|
2022
Q2 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 766 |
|