Godshalk Welsh Capital Management’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 | $245K | Sell |
1,525
-50
| -3% | -$8.04K | 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% | -$8.45K | 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% | -$71.3K | 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% | -$35.2K | 0.18% | 104 |
|
|
2022
Q3 | $218K | Buy |
2,425
+100
| +4% | +$8.99K | 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 | +$247K | 0.17% | 108 |
|