Wedmont Private Capital’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 | $1.15M | Buy |
7,040
+68
| +1% | +$11.1K | 0.05% | 233 |
|
|
2025
Q1 | $1.03M | Buy |
6,972
+245
| +4% | +$36.3K | 0.05% | 221 |
|
|
2024
Q4 | $1.15M | Buy |
6,727
+216
| +3% | +$36.9K | 0.06% | 192 |
|
|
2024
Q3 | $1.09M | Buy |
6,511
+361
| +6% | +$60.5K | 0.06% | 194 |
|
|
2024
Q2 | $919K | Buy |
6,150
+315
| +5% | +$47.1K | 0.06% | 212 |
|
|
2024
Q1 | $876K | Buy |
5,835
+148
| +3% | +$22.2K | 0.06% | 202 |
|
|
2023
Q4 | $809K | Buy |
5,687
+1,986
| +54% | +$283K | 0.07% | 200 |
|
|
2023
Q3 | $390K | Sell |
3,701
-272
| -7% | -$28.7K | 0.04% | 310 |
|
|
2023
Q2 | $482K | Buy |
3,973
+954
| +32% | +$116K | 0.05% | 252 |
|
|
2023
Q1 | $331K | Buy |
3,019
+78
| +3% | +$8.55K | 0.04% | 315 |
|
|
2022
Q4 | $350K | Buy |
+2,941
| New | +$350K | 0.05% | 300 |
|