Meridian 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 | $220K | Sell |
1,390
-19
| -1% | -$3.01K | 0.01% | 628 |
|
|
2025
Q1 | $230K | Sell |
1,409
-1,013
| -42% | -$165K | 0.01% | 571 |
|
|
2024
Q4 | $413K | Buy |
2,422
+163
| +7% | +$27.8K | 0.02% | 452 |
|
|
2024
Q3 | $378K | Buy |
+2,259
| New | +$378K | 0.02% | 475 |
|
|
2024
Q1 | – | Sell |
-1,666
| Closed | -$235K | – | 484 |
|
|
2023
Q4 | $235K | Buy |
+1,666
| New | +$235K | 0.02% | 539 |
|