MSH Capital Advisors’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 | $888K | Sell |
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|
2025
Q2 | $983K | Hold |
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|
2025
Q1 | $1.02M | Hold |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $928K | Buy |
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|
2024
Q1 | $929K | Sell |
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|
2023
Q4 | $891K | Sell |
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|
2023
Q3 | $692K | Buy |
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|
2023
Q2 | $691K | Buy |
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|
2023
Q1 | $627K | Buy |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $416K | Sell |
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|
2021
Q4 | $516K | Buy |
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