Welch Group’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 | $478K | Buy |
2,972
+452
| +18% | +$72.7K | 0.02% | 158 |
|
|
2025
Q1 | $414K | Hold |
2,520
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $431K | Buy |
2,520
+5
| +0.2% | +$854 | 0.02% | 165 |
|
|
2024
Q3 | $425K | Hold |
2,515
| – | – | 0.02% | 162 |
|
|
2024
Q2 | $382K | Buy |
2,515
+2
| +0.1% | +$304 | 0.02% | 163 |
|
|
2024
Q1 | $393K | Buy |
2,513
+4
| +0.2% | +$626 | 0.02% | 146 |
|
|
2023
Q4 | $358K | Buy |
2,509
+6
| +0.2% | +$856 | 0.02% | 159 |
|
|
2023
Q3 | $270K | Buy |
2,503
+1
| +0% | +$108 | 0.02% | 167 |
|
|
2023
Q2 | $289K | Hold |
2,502
| – | – | 0.02% | 160 |
|
|
2023
Q1 | $280K | Buy |
2,502
+5
| +0.2% | +$560 | 0.02% | 163 |
|
|
2022
Q4 | $293K | Buy |
+2,497
| New | +$293K | 0.02% | 165 |
|
|
2022
Q2 | – | Sell |
-1,809
| Closed | -$238K | – | 215 |
|
|
2022
Q1 | $238K | Buy |
+1,809
| New | +$238K | 0.01% | 189 |
|