Godshalk Welsh Capital 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
2026 Q1	$210K	Hold	1,125	–	–	0.12%	128
2025 Q4	$208K	Hold	1,125	–	–	0.12%	128
2025 Q3	$211K	Sell	1,125 -400	-26%	-$69.1K	0.12%	124
2025 Q2	$245K	Sell	1,525 -50	-3%	-$7.9K	0.15%	118
2025 Q1	$262K	Hold	1,575	–	–	0.17%	109
2024 Q4	$271K	Hold	1,575	–	–	0.18%	103
2024 Q3	$266K	Sell	1,575 -50	-3%	-$7.92K	0.17%	109
2024 Q2	$247K	Hold	1,625	–	–	0.16%	112
2024 Q1	$254K	Hold	1,625	–	–	0.17%	109
2023 Q4	$232K	Sell	1,625 -500	-24%	-$60.4K	0.17%	111
2023 Q3	$230K	Hold	2,125	–	–	0.17%	109
2023 Q2	$245K	Hold	2,125	–	–	0.17%	111
2023 Q1	$238K	Hold	2,125	–	–	0.17%	111
2022 Q4	$250K	Sell	2,125 -300	-12%	-$33.3K	0.18%	104
2022 Q3	$218K	Buy	2,425 +100	+4%	+$10.2K	0.16%	113
2022 Q2	$221K	Hold	2,325	–	–	0.16%	111
2022 Q1	$306K	Hold	2,325	–	–	0.19%	103
2021 Q4	$371K	Hold	2,325	–	–	0.21%	97
2021 Q3	$302K	Buy	2,325 +150	+7%	+$19.5K	0.19%	100
2021 Q2	$272K	Hold	2,175	–	–	0.17%	105
2021 Q1	$247K	Buy	+2,175	New	+$227K	0.17%	108