Waddell & 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
Q4 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $244 | Buy |
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