WKWM

Walter & Keenan Wealth Management’s Simon Property Group SPG Stock Holding History

Walter & Keenan Wealth Management’s Portfolio SPG Stock Details SPG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,271	Closed	-$377K	–	160
2025 Q1	$377K	Buy	2,271 +79	+4%	+$13.1K	0.11%	120
2024 Q4	$377K	Buy	2,192 +11	+0.5%	+$1.89K	0.11%	119
2024 Q3	$369K	Buy	2,181 +3	+0.1%	+$507	0.11%	119
2024 Q2	$331K	Hold	2,178	–	–	0.11%	119
2024 Q1	$341K	Hold	2,178	–	–	0.11%	115
2023 Q4	$311K	Hold	2,178	–	–	0.11%	119
2023 Q3	$235K	Hold	2,178	–	–	0.09%	128
2023 Q2	$252K	Hold	2,178	–	–	0.09%	127
2023 Q1	$244K	Buy	+2,178	New	+$244K	0.09%	128
2021 Q4	–	Sell	-3,154	Closed	-$410K	–	155
2021 Q3	$410K	Buy	3,154 +49	+2%	+$6.37K	0.14%	106
2021 Q2	$406K	Sell	3,105 -435	-12%	-$56.9K	0.14%	100
2021 Q1	$403K	Hold	3,540	–	–	0.14%	104
2020 Q4	$302K	Hold	3,540	–	–	0.11%	119
2020 Q3	$229K	Hold	3,540	–	–	0.09%	131
2020 Q2	$242K	Buy	+3,540	New	+$242K	0.1%	127
2020 Q1	–	Sell	-3,540	Closed	-$527K	–	176
2019 Q4	$527K	Hold	3,540	–	–	0.2%	90
2019 Q3	$551K	Sell	3,540 -34	-1%	-$5.29K	0.21%	91
2019 Q2	$571K	Hold	3,574	–	–	0.25%	81
2019 Q1	$651K	Hold	3,574	–	–	0.29%	73
2018 Q4	$600K	Sell	3,574 -56	-2%	-$9.4K	0.27%	71
2018 Q3	$642	Hold	3,630	–	–	0.19%	80
2018 Q2	$618K	Hold	3,630	–	–	0.27%	84
2018 Q1	$560K	Hold	3,630	–	–	0.24%	87
2017 Q4	$623K	Hold	3,630	–	–	0.26%	79
2017 Q3	$584K	Hold	3,630	–	–	0.27%	80
2017 Q2	$587K	Hold	3,630	–	–	0.29%	75
2017 Q1	$624K	Hold	3,630	–	–	0.32%	70
2016 Q4	$645K	Hold	3,630	–	–	0.34%	67
2016 Q3	$751K	Buy	3,630 +235	+7%	+$48.6K	0.41%	63
2016 Q2	$736K	Sell	3,395 -235	-6%	-$50.9K	0.41%	63
2016 Q1	$754K	Hold	3,630	–	–	0.43%	58
2015 Q4	$706K	Hold	3,630	–	–	0.41%	63
2015 Q3	$667K	Hold	3,630	–	–	0.41%	60
2015 Q2	$628K	Hold	3,630	–	–	0.36%	69
2015 Q1	$710K	Hold	3,630	–	–	0.4%	70
2014 Q4	$661K	Hold	3,630	–	–	0.38%	69
2014 Q3	$597K	Hold	3,630	–	–	0.35%	71
2014 Q2	$604K	Hold	3,630	–	–	0.32%	77
2014 Q1	$595K	Buy	+3,630	New	+$595K	0.33%	75