Walter & Keenan 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
Q2 | – | Sell |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q3 | $369K | Buy |
|
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $341K | Hold |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $244K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $410K | Buy |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $302K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $527K | Hold |
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|
2019
Q3 | $551K | Sell |
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|
2019
Q2 | $571K | Hold |
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|
2019
Q1 | $651K | Hold |
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|
2018
Q4 | $600K | Sell |
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|
2018
Q3 | $642 | Hold |
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|
2018
Q2 | $618K | Hold |
|
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|
2018
Q1 | $560K | Hold |
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|
2017
Q4 | $623K | Hold |
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|
2017
Q3 | $584K | Hold |
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|
2017
Q2 | $587K | Hold |
|
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|
2017
Q1 | $624K | Hold |
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|
2016
Q4 | $645K | Hold |
|
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|
2016
Q3 | $751K | Buy |
|
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|
2016
Q2 | $736K | Sell |
|
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|
2016
Q1 | $754K | Hold |
|
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|
2015
Q4 | $706K | Hold |
|
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|
2015
Q3 | $667K | Hold |
|
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|
2015
Q2 | $628K | Hold |
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|
2015
Q1 | $710K | Hold |
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|
2014
Q4 | $661K | Hold |
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|
2014
Q3 | $597K | Hold |
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|
2014
Q2 | $604K | Sell |
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|
2014
Q1 | $595K | Buy |
|