Laird Norton Wetherby Wealth Management’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
Q2 | $1M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.13M | Sell |
|
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $820K | Sell |
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|
2023
Q2 | $881K | Sell |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $940K | Buy |
|
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $546K | Sell |
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|
2022
Q1 | $941K | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $859K | Sell |
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|
2021
Q2 | $864K | Buy |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $470K | Buy |
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|
2020
Q3 | $347K | Buy |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $489K | Sell |
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|
2019
Q3 | $540K | Sell |
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|
2019
Q2 | $603K | Sell |
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|
2019
Q1 | $727K | Sell |
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|
2018
Q4 | $677K | Buy |
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|
2018
Q3 | $690K | Buy |
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|
2018
Q2 | $601K | Sell |
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|
2018
Q1 | $553K | Sell |
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|
2017
Q4 | $698K | Buy |
|
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|
2017
Q3 | $592K | Buy |
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|
2017
Q2 | $575K | Buy |
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|
2017
Q1 | $603K | Sell |
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|
2016
Q4 | $733K | Sell |
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|
2016
Q3 | $867K | Buy |
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|
2016
Q2 | $876K | Buy |
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|
2016
Q1 | $828K | Sell |
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|
2015
Q4 | $794K | Buy |
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|
2015
Q3 | $726K | Sell |
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|
2015
Q2 | $706K | Sell |
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|
2015
Q1 | $911K | Buy |
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|
2014
Q4 | $817K | Buy |
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|
2014
Q3 | $721K | Buy |
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|
2014
Q2 | $710K | Sell |
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|
2014
Q1 | $672K | Sell |
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|
2013
Q4 | $630K | Sell |
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|
2013
Q3 | $661K | Sell |
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|
2013
Q2 | $711K | Buy |
|