Icon Wealth 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 | $293K | Buy |
1,820
+109
| +6% | +$17.5K | 0.02% | 313 |
|
|
2025
Q1 | $284K | Buy |
1,711
+50
| +3% | +$8.3K | 0.02% | 294 |
|
|
2024
Q4 | $286K | Buy |
1,661
+15
| +0.9% | +$2.58K | 0.02% | 306 |
|
|
2024
Q3 | $278K | Buy |
1,646
+214
| +15% | +$36.2K | 0.02% | 304 |
|
|
2024
Q2 | $220K | Sell |
1,432
-170
| -11% | -$26.1K | 0.02% | 319 |
|
|
2024
Q1 | $251K | Buy |
1,602
+5
| +0.3% | +$782 | 0.02% | 307 |
|
|
2023
Q4 | $228K | Buy |
+1,597
| New | +$228K | 0.02% | 308 |
|
|
2022
Q4 | $2.14M | Sell |
18,219
-12,016
| -40% | -$1.41M | 0.25% | 92 |
|
|
2022
Q3 | $2.71M | Buy |
+30,235
| New | +$2.71M | 0.33% | 73 |
|