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
Q3 | $1.23M | Buy |
6,565
+340
| +5% | +$58.7K | 0.05% | 329 |
|
|
2025
Q2 | $1M | Buy |
+6,225
| New | +$984K | 0.04% | 365 |
|
|
2024
Q4 | $1.16M | Sell |
6,710
-359
| -5% | -$63K | 0.06% | 305 |
|
|
2024
Q3 | $1.19M | Sell |
7,069
-100
| -1% | -$15.8K | 0.05% | 316 |
|
|
2024
Q2 | $1.09M | Sell |
7,169
-33
| -0.5% | -$4.86K | 0.05% | 331 |
|
|
2024
Q1 | $1.13M | Sell |
7,202
-165
| -2% | -$24.2K | 0.05% | 338 |
|
|
2023
Q4 | $1.05M | Sell |
7,367
-227
| -3% | -$27.4K | 0.05% | 340 |
|
|
2023
Q3 | $820K | Sell |
7,594
-32
| -0.4% | -$3.75K | 0.05% | 378 |
|
|
2023
Q2 | $881K | Sell |
7,626
-128
| -2% | -$13.9K | 0.05% | 366 |
|
|
2023
Q1 | $868K | Sell |
7,754
-244
| -3% | -$29.1K | 0.05% | 371 |
|
|
2022
Q4 | $940K | Buy |
7,998
+971
| +14% | +$108K | 0.06% | 342 |
|
|
2022
Q3 | $631K | Buy |
7,027
+1,271
| +22% | +$130K | 0.04% | 413 |
|
|
2022
Q2 | $546K | Sell |
5,756
-1,395
| -20% | -$160K | 0.04% | 478 |
|
|
2022
Q1 | $941K | Buy |
7,151
+470
| +7% | +$67K | 0.05% | 327 |
|
|
2021
Q4 | $1.07M | Buy |
6,681
+76
| +1% | +$11.6K | 0.06% | 306 |
|
|
2021
Q3 | $859K | Sell |
6,605
-17
| -0.3% | -$2.21K | 0.05% | 341 |
|
|
2021
Q2 | $864K | Buy |
6,622
+1,114
| +20% | +$138K | 0.05% | 343 |
|
|
2021
Q1 | $627K | Sell |
5,508
-9
| -0.2% | -$939 | 0.05% | 375 |
|
|
2020
Q4 | $470K | Buy |
5,517
+156
| +3% | +$11.9K | 0.03% | 480 |
|
|
2020
Q3 | $347K | Buy |
5,361
+1,155
| +27% | +$75.7K | 0.03% | 481 |
|
|
2020
Q2 | $288K | Sell |
4,206
-12
| -0.3% | -$753 | 0.03% | 527 |
|
|
2020
Q1 | $231K | Buy |
4,218
+934
| +28% | +$112K | 0.03% | 530 |
|
|
2019
Q4 | $489K | Sell |
3,284
-184
| -5% | -$27.6K | 0.05% | 419 |
|
|
2019
Q3 | $540K | Sell |
3,468
-309
| -8% | -$48.1K | 0.06% | 372 |
|
|
2019
Q2 | $603K | Sell |
3,777
-209
| -5% | -$36K | 0.07% | 335 |
|
|
2019
Q1 | $727K | Sell |
3,986
-43
| -1% | -$7.64K | 0.09% | 252 |
|
|
2018
Q4 | $677K | Buy |
4,029
+125
| +3% | +$22.3K | 0.1% | 247 |
|
|
2018
Q3 | $690K | Buy |
3,904
+372
| +11% | +$65.8K | 0.09% | 269 |
|
|
2018
Q2 | $601K | Sell |
3,532
-53
| -1% | -$8.43K | 0.08% | 297 |
|
|
2018
Q1 | $553K | Sell |
3,585
-477
| -12% | -$75.9K | 0.08% | 319 |
|
|
2017
Q4 | $698K | Buy |
4,062
+387
| +11% | +$62.8K | 0.1% | 258 |
|
|
2017
Q3 | $592K | Buy |
3,675
+123
| +3% | +$19.6K | 0.09% | 290 |
|
|
2017
Q2 | $575K | Buy |
3,552
+49
| +1% | +$7.98K | 0.1% | 267 |
|
|
2017
Q1 | $603K | Sell |
3,503
-619
| -15% | -$111K | 0.11% | 241 |
|
|
2016
Q4 | $733K | Sell |
4,122
-68
| -2% | -$12.6K | 0.14% | 172 |
|
|
2016
Q3 | $867K | Buy |
4,190
+151
| +4% | +$32.7K | 0.18% | 138 |
|
|
2016
Q2 | $876K | Buy |
4,039
+51
| +1% | +$10.4K | 0.19% | 117 |
|
|
2016
Q1 | $828K | Sell |
3,988
-93
| -2% | -$17.9K | 0.2% | 114 |
|
|
2015
Q4 | $794K | Buy |
4,081
+130
| +3% | +$25.2K | 0.19% | 117 |
|
|
2015
Q3 | $726K | Sell |
3,951
-127
| -3% | -$23.3K | 0.19% | 119 |
|
|
2015
Q2 | $706K | Sell |
4,078
-578
| -12% | -$106K | 0.17% | 136 |
|
|
2015
Q1 | $911K | Buy |
4,656
+173
| +4% | +$33.5K | 0.22% | 95 |
|
|
2014
Q4 | $817K | Buy |
4,483
+96
| +2% | +$17K | 0.21% | 107 |
|
|
2014
Q3 | $721K | Buy |
4,387
+122
| +3% | +$20.5K | 0.2% | 118 |
|
|
2014
Q2 | $710K | Sell |
4,265
-90
| -2% | -$14.7K | 0.2% | 121 |
|
|
2014
Q1 | $672K | Sell |
4,355
-46
| -1% | -$6.85K | 0.19% | 128 |
|
|
2013
Q4 | $630K | Sell |
4,401
-340
| -7% | -$49K | 0.18% | 140 |
|
|
2013
Q3 | $661K | Sell |
4,741
-48
| -1% | -$6.97K | 0.21% | 116 |
|
|
2013
Q2 | $711K | Buy |
+4,789
| New | +$768K | 0.25% | 90 |
|
Other funds holding SPG
