MassMutual Private Wealth & Trust’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 | $231K | Buy |
1,437
+81
| +6% | +$13K | 0.01% | 419 |
|
|
2025
Q1 | $225K | Buy |
1,356
+165
| +14% | +$27.4K | 0.01% | 418 |
|
|
2024
Q4 | $205K | Sell |
1,191
-26
| -2% | -$4.48K | 0.01% | 450 |
|
|
2024
Q3 | $206K | Buy |
1,217
+29
| +2% | +$4.9K | 0.01% | 400 |
|
|
2024
Q2 | $180K | Buy |
1,188
+129
| +12% | +$19.6K | 0.01% | 417 |
|
|
2024
Q1 | $166K | Buy |
1,059
+51
| +5% | +$7.98K | 0.01% | 404 |
|
|
2023
Q4 | $144K | Sell |
1,008
-231
| -19% | -$33K | ﹤0.01% | 410 |
|
|
2023
Q3 | $134K | Buy |
1,239
+31
| +3% | +$3.35K | ﹤0.01% | 417 |
|
|
2023
Q2 | $140K | Buy |
1,208
+392
| +48% | +$45.3K | 0.01% | 396 |
|
|
2023
Q1 | $91.4K | Buy |
816
+132
| +19% | +$14.8K | ﹤0.01% | 433 |
|
|
2022
Q4 | $80K | Buy |
684
+40
| +6% | +$4.68K | ﹤0.01% | 433 |
|
|
2022
Q3 | $58K | Buy |
644
+107
| +20% | +$9.64K | ﹤0.01% | 449 |
|
|
2022
Q2 | $51K | Buy |
537
+84
| +19% | +$7.98K | ﹤0.01% | 469 |
|
|
2022
Q1 | $60K | Sell |
453
-116
| -20% | -$15.4K | ﹤0.01% | 441 |
|
|
2021
Q4 | $91K | Buy |
569
+134
| +31% | +$21.4K | ﹤0.01% | 415 |
|
|
2021
Q3 | $57K | Buy |
435
+8
| +2% | +$1.05K | ﹤0.01% | 466 |
|
|
2021
Q2 | $56K | Buy |
427
+29
| +7% | +$3.8K | ﹤0.01% | 461 |
|
|
2021
Q1 | $45K | Sell |
398
-93
| -19% | -$10.5K | ﹤0.01% | 444 |
|
|
2020
Q4 | $42K | Hold |
491
| – | – | ﹤0.01% | 461 |
|
|
2020
Q3 | $32K | Sell |
491
-148
| -23% | -$9.65K | ﹤0.01% | 456 |
|
|
2020
Q2 | $44K | Buy |
639
+148
| +30% | +$10.2K | ﹤0.01% | 417 |
|
|
2020
Q1 | $27K | Hold |
491
| – | – | ﹤0.01% | 423 |
|
|
2019
Q4 | $73K | Buy |
491
+241
| +96% | +$35.8K | ﹤0.01% | 407 |
|
|
2019
Q3 | $39K | Sell |
250
-144
| -37% | -$22.5K | ﹤0.01% | 452 |
|
|
2019
Q2 | $63K | Hold |
394
| – | – | ﹤0.01% | 406 |
|
|
2019
Q1 | $71.8K | Hold |
394
| – | – | 0.01% | 394 |
|
|
2018
Q4 | $66.2K | Hold |
394
| – | – | 0.01% | 389 |
|
|
2018
Q3 | $69.6K | Sell |
394
-25
| -6% | -$4.42K | 0.01% | 397 |
|
|
2018
Q2 | $71.3K | Buy |
419
+25
| +6% | +$4.26K | 0.01% | 394 |
|
|
2018
Q1 | $60.8K | Sell |
394
-110
| -22% | -$17K | 0.01% | 393 |
|
|
2017
Q4 | $86.6K | Buy |
+504
| New | +$86.6K | 0.01% | 402 |
|
|
2016
Q2 | $651 | Buy |
+3
| New | +$651 | ﹤0.01% | 718 |
|
|
2015
Q4 | – | Sell |
-9
| Closed | -$1.48K | – | 968 |
|
|
2015
Q3 | $1.48K | Buy |
+9
| New | +$1.48K | ﹤0.01% | 716 |
|
|
2014
Q4 | – | Sell |
-9
| Closed | -$1.48K | – | 787 |
|
|
2014
Q3 | $1.48K | Buy |
+9
| New | +$1.48K | ﹤0.01% | 692 |
|