Welch Group’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
Q3 | $558K | Buy |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $414K | Hold |
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|
2024
Q4 | $431K | Buy |
|
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Buy |
|