MSH Capital Advisors’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 | $983K | Hold |
6,114
| – | – | 0.28% | 100 |
|
|
2025
Q1 | $1.02M | Hold |
6,114
| – | – | 0.31% | 87 |
|
|
2024
Q4 | $1.05M | Hold |
6,114
| – | – | 0.33% | 82 |
|
|
2024
Q3 | $1.03M | Hold |
6,114
| – | – | 0.32% | 89 |
|
|
2024
Q2 | $928K | Buy |
6,114
+180
| +3% | +$27.3K | 0.31% | 88 |
|
|
2024
Q1 | $929K | Sell |
5,934
-311
| -5% | -$48.7K | 0.33% | 86 |
|
|
2023
Q4 | $891K | Sell |
6,245
-161
| -3% | -$23K | 0.33% | 86 |
|
|
2023
Q3 | $692K | Buy |
6,406
+425
| +7% | +$45.9K | 0.27% | 101 |
|
|
2023
Q2 | $691K | Buy |
5,981
+384
| +7% | +$44.3K | 0.25% | 105 |
|
|
2023
Q1 | $627K | Buy |
5,597
+942
| +20% | +$105K | 0.27% | 101 |
|
|
2022
Q4 | $547K | Buy |
4,655
+20
| +0.4% | +$2.35K | 0.25% | 108 |
|
|
2022
Q3 | $416K | Buy |
4,635
+12
| +0.3% | +$1.08K | 0.2% | 112 |
|
|
2022
Q2 | $439K | Buy |
4,623
+1,460
| +46% | +$139K | 0.2% | 113 |
|
|
2022
Q1 | $416K | Sell |
3,163
-67
| -2% | -$8.82K | 0.17% | 127 |
|
|
2021
Q4 | $516K | Buy |
+3,230
| New | +$516K | 0.23% | 103 |
|