WealthTrust Axiom’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
$514K Buy
3,200
+400
+14% +$64.3K 0.15% 127
2025
Q1
$465K Buy
2,800
+800
+40% +$133K 0.14% 135
2024
Q4
$344K Hold
2,000
0.1% 174
2024
Q3
$338K Buy
+2,000
New +$338K 0.1% 178