Icon Wealth Advisors’s Simon Property Group SPG Stock Holding History

Icon Wealth Advisors’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$297K	Sell
2025 Q2	$293K	Buy
2025 Q1	$284K	Buy
2024 Q4	$286K	Buy
2024 Q3	$278K	Buy
2024 Q2	$220K	Sell
2024 Q1	$251K	Buy
2023 Q4	$228K	Buy
2022 Q4	$2.14M	Sell
2022 Q3	$2.71M	Buy