Icon Wealth Advisors’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	$323K	Buy	1,614 +16	+1%	+$3.05K	0.02%	313
2025 Q4	$296K	Buy	1,598 +14	+0.9%	+$2.54K	0.02%	324
2025 Q3	$297K	Sell	1,584 -236	-13%	-$40.7K	0.02%	315
2025 Q2	$293K	Buy	1,820 +109	+6%	+$17.2K	0.02%	313
2025 Q1	$284K	Buy	1,711 +50	+3%	+$8.74K	0.02%	294
2024 Q4	$286K	Buy	1,661 +15	+0.9%	+$2.63K	0.02%	306
2024 Q3	$278K	Buy	1,646 +214	+15%	+$33.9K	0.02%	304
2024 Q2	$220K	Sell	1,432 -170	-11%	-$25K	0.02%	319
2024 Q1	$251K	Buy	1,602 +5	+0.3%	+$733	0.02%	307
2023 Q4	$228K	Buy	+1,597	New	+$193K	0.02%	308
2022 Q4	$2.14M	Sell	18,219 -12,016	-40%	-$1.34M	0.25%	92
2022 Q3	$2.71M	Buy	+30,235	New	+$3.09M	0.33%	73