Montag & Associates’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 | $113K | Hold |
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|
2025
Q1 | $117K | Hold |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $119K | Hold |
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|
2024
Q2 | $107K | Hold |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $75.8K | Hold |
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|
2023
Q2 | $81.1K | Hold |
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|
2023
Q1 | $78.6K | Hold |
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|
2022
Q4 | $82.5K | Hold |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $1K | Buy |
|