Jamison Private Wealth 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 | $4.38M | Buy |
27,236
+12,981
| +91% | +$2.09M | 0.63% | 49 |
|
|
2025
Q1 | $2.37M | Buy |
14,255
+878
| +7% | +$146K | 0.36% | 70 |
|
|
2024
Q4 | $2.3M | Buy |
13,377
+2,478
| +23% | +$427K | 0.34% | 71 |
|
|
2024
Q3 | $1.84M | Buy |
10,899
+2,446
| +29% | +$413K | 0.28% | 83 |
|
|
2024
Q2 | $1.28M | Buy |
8,453
+699
| +9% | +$106K | 0.21% | 89 |
|
|
2024
Q1 | $1.21M | Buy |
7,754
+2,089
| +37% | +$327K | 0.21% | 90 |
|
|
2023
Q4 | $808K | Buy |
5,665
+631
| +13% | +$90K | 0.15% | 102 |
|
|
2023
Q3 | $544K | Buy |
+5,034
| New | +$544K | 0.11% | 121 |
|