Perigon Wealth Management’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 | $1.49M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $965K | Sell |
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|
2023
Q4 | $924K | Sell |
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|
2023
Q3 | $959K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $221K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $772K | Buy |
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|
2017
Q1 | $312K | Buy |
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