Waters Parkerson & Co’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Buy |
43,475
+8,104
| +23% | +$1.3M | 0.35% | 54 |
|
|
2025
Q1 | $5.87M | Sell |
35,371
-775
| -2% | -$129K | 0.31% | 55 |
|
|
2024
Q4 | $6.22M | Buy |
36,146
+391
| +1% | +$67.3K | 0.33% | 55 |
|
|
2024
Q3 | $6.04M | Buy |
35,755
+275
| +0.8% | +$46.5K | 0.31% | 58 |
|
|
2024
Q2 | $5.39M | Sell |
35,480
-400
| -1% | -$60.7K | 0.29% | 56 |
|
|
2024
Q1 | $5.62M | Buy |
35,880
+155
| +0.4% | +$24.3K | 0.29% | 55 |
|
|
2023
Q4 | $5.1M | Buy |
35,725
+1,547
| +5% | +$221K | 0.28% | 55 |
|
|
2023
Q3 | $3.69M | Buy |
34,178
+1,679
| +5% | +$181K | 0.22% | 58 |
|
|
2023
Q2 | $3.75M | Buy |
32,499
+2,135
| +7% | +$247K | 0.21% | 58 |
|
|
2023
Q1 | $3.4M | Buy |
30,364
+3,634
| +14% | +$407K | 0.2% | 58 |
|
|
2022
Q4 | $3.14M | Buy |
26,730
+4,675
| +21% | +$549K | 0.19% | 60 |
|
|
2022
Q3 | $1.98M | Buy |
22,055
+2,575
| +13% | +$231K | 0.13% | 67 |
|
|
2022
Q2 | $1.85M | Buy |
+19,480
| New | +$1.85M | 0.12% | 72 |
|