JVBC
J.V. Bruni & Co’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
29,182
-514
| -2% | -$82.6K | 0.49% | 28 |
|
|
2025
Q1 | $4.93M | Sell |
29,696
-1,256
| -4% | -$209K | 0.57% | 27 |
|
|
2024
Q4 | $5.33M | Sell |
30,952
-59,527
| -66% | -$10.3M | 0.6% | 27 |
|
|
2024
Q3 | $15.3M | Sell |
90,479
-50,628
| -36% | -$8.56M | 1.7% | 25 |
|
|
2024
Q2 | $21.4M | Sell |
141,107
-570
| -0.4% | -$86.5K | 2.67% | 20 |
|
|
2024
Q1 | $22.2M | Sell |
141,677
-838
| -0.6% | -$131K | 2.63% | 22 |
|
|
2023
Q4 | $20.3M | Buy |
142,515
+798
| +0.6% | +$114K | 2.52% | 21 |
|
|
2023
Q3 | $15.3M | Buy |
141,717
+2,356
| +2% | +$255K | 2.15% | 22 |
|
|
2023
Q2 | $16.1M | Buy |
139,361
+803
| +0.6% | +$92.7K | 2.14% | 20 |
|
|
2023
Q1 | $15.5M | Buy |
138,558
+4,363
| +3% | +$489K | 2.15% | 21 |
|
|
2022
Q4 | $15.8M | Buy |
134,195
+9,513
| +8% | +$1.12M | 2.21% | 20 |
|
|
2022
Q3 | $11.2M | Buy |
124,682
+2,170
| +2% | +$195K | 1.76% | 22 |
|
|
2022
Q2 | $11.6M | Buy |
122,512
+293
| +0.2% | +$27.8K | 1.75% | 22 |
|
|
2022
Q1 | $16.1M | Buy |
122,219
+353
| +0.3% | +$46.4K | 2.02% | 20 |
|
|
2021
Q4 | $19.5M | Sell |
121,866
-1,078
| -0.9% | -$172K | 2.4% | 19 |
|
|
2021
Q3 | $16M | Sell |
122,944
-1,215
| -1% | -$158K | 2.09% | 21 |
|
|
2021
Q2 | $16.2M | Sell |
124,159
-5,435
| -4% | -$709K | 2.05% | 22 |
|
|
2021
Q1 | $14.7M | Sell |
129,594
-719
| -0.6% | -$81.8K | 1.88% | 21 |
|
|
2020
Q4 | $11.1M | Sell |
130,313
-1,694
| -1% | -$144K | 1.71% | 22 |
|
|
2020
Q3 | $8.54M | Sell |
132,007
-3,360
| -2% | -$217K | 1.7% | 23 |
|
|
2020
Q2 | $9.26M | Buy |
135,367
+7,040
| +5% | +$481K | 1.98% | 19 |
|
|
2020
Q1 | $7.04M | Buy |
128,327
+33,051
| +35% | +$1.81M | 1.81% | 21 |
|
|
2019
Q4 | $14.2M | Buy |
95,276
+272
| +0.3% | +$40.5K | 2.43% | 16 |
|
|
2019
Q3 | $14.8M | Buy |
95,004
+1,362
| +1% | +$212K | 2.67% | 15 |
|
|
2019
Q2 | $15M | Sell |
93,642
-670
| -0.7% | -$107K | 2.64% | 16 |
|
|
2019
Q1 | $17.2M | Buy |
94,312
+274
| +0.3% | +$49.9K | 3.12% | 14 |
|
|
2018
Q4 | $15.8M | Buy |
94,038
+18,905
| +25% | +$3.18M | 3.1% | 15 |
|
|
2018
Q3 | $13.3M | Buy |
75,133
+343
| +0.5% | +$60.6K | 2.15% | 21 |
|
|
2018
Q2 | $12.7M | Buy |
74,790
+921
| +1% | +$157K | 2.21% | 20 |
|
|
2018
Q1 | $11.4M | Sell |
73,869
-139
| -0.2% | -$21.5K | 1.97% | 20 |
|
|
2017
Q4 | $12.7M | Buy |
74,008
+3,192
| +5% | +$548K | 2.15% | 20 |
|
|
2017
Q3 | $11.4M | Sell |
70,816
-99
| -0.1% | -$15.9K | 2.17% | 18 |
|
|
2017
Q2 | $11.5M | Buy |
70,915
+2,317
| +3% | +$375K | 2.19% | 20 |
|
|
2017
Q1 | $11.8M | Buy |
+68,598
| New | +$11.8M | 2.06% | 20 |
|