PWMAG
Pinnacle Wealth Management Advisory Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
3,571
+576
| +19% | +$92.6K | 0.05% | 202 |
|
|
2025
Q1 | $497K | Buy |
2,995
+376
| +14% | +$62.4K | 0.05% | 206 |
|
|
2024
Q4 | $451K | Buy |
2,619
+438
| +20% | +$75.4K | 0.04% | 216 |
|
|
2024
Q3 | $369K | Buy |
2,181
+379
| +21% | +$64.1K | 0.04% | 242 |
|
|
2024
Q2 | $274K | Buy |
+1,802
| New | +$274K | 0.03% | 278 |
|