Whitney & Co’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
Q2 | $2.84M | Sell |
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|
2025
Q1 | $3.04M | Sell |
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|
2024
Q4 | $3.19M | Sell |
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|
2024
Q3 | $3.28M | Sell |
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|
2024
Q2 | $2.96M | Sell |
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|
2024
Q1 | $3.18M | Sell |
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|
2023
Q4 | $3.38M | Sell |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $8.64M | Sell |
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|
2023
Q1 | $8.46M | Sell |
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|
2022
Q4 | $8.93M | Sell |
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|
2022
Q3 | $6.83M | Sell |
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|
2022
Q2 | $7.23M | Buy |
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|
2022
Q1 | $10M | Sell |
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|
2021
Q4 | $13.3M | Sell |
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|
2021
Q3 | $11M | Sell |
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|
2021
Q2 | $11.5M | Buy |
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|
2021
Q1 | $9.74M | Buy |
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|
2020
Q4 | $8.29M | Sell |
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|
2020
Q3 | $5.52M | Buy |
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|
2020
Q2 | $3.16M | Buy |
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