West Branch 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 | $11.1K | Buy |
69
+66
| +2,200% | +$10.6K | ﹤0.01% | 260 |
|
|
2025
Q1 | $499 | Hold |
3
| – | – | ﹤0.01% | 441 |
|
|
2024
Q4 | $517 | Hold |
3
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $508 | Buy |
+3
| New | +$508 | ﹤0.01% | 418 |
|
|
2024
Q1 | – | Sell |
-305
| Closed | -$43.5K | – | 447 |
|
|
2023
Q4 | $43.5K | Hold |
305
| – | – | 0.02% | 164 |
|
|
2023
Q3 | $33K | Hold |
305
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $35.2K | Hold |
305
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $34.2K | Buy |
+305
| New | +$34.2K | 0.02% | 195 |
|