Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Hold |
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|
2025
Q2 | $640K | Hold |
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|
2025
Q1 | $661K | Hold |
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|
2024
Q4 | $685K | Buy |
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|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $484K | Hold |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $305K | Hold |
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|
2022
Q2 | $322K | Hold |
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|
2022
Q1 | $434K | Hold |
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|
2021
Q4 | $543K | Hold |
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|
2021
Q3 | $441K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $69K | Hold |
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|
2016
Q2 | $73K | Hold |
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|
2016
Q1 | $70K | Hold |
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|
2015
Q4 | $65K | Hold |
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|
2015
Q3 | $62K | Hold |
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|
2015
Q2 | $58K | Hold |
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|
2015
Q1 | $66K | Hold |
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|
2014
Q4 | $61K | Buy |
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|
2014
Q3 | $39K | Hold |
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|
2014
Q2 | $40K | Sell |
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|
2014
Q1 | $39K | Hold |
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|
2013
Q4 | $37K | Hold |
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|
2013
Q3 | $36K | Buy |
|