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Whipplewood Advisors’s Simon Property Group SPG Stock Holding History

Whipplewood Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.2K Sell
76
-392
-84% -$63K 0.01% 533
2025
Q1 		$12.1K Buy
468
+395
+541% +$10.2K 0.01% 529
2024
Q4 		$12.6K Buy
+73
New +$12.6K 0.01% 525