Alta Wealth Advisors LLC Simon Property Group Inc Transaction History

Alta Wealth Advisors LLC

$212 Million
Q2 2025

A detailed history of Alta Wealth Advisors LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 1,461 shares of SPG stock, worth $256,113. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,461

Previous 4,139 64.7%

Holding current value

$256,113

Previous $687,000 65.94%

% of portfolio

0.11%

Previous 0.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$140.37 - $171.44 $375,910 - $459,116	-2,678 Reduced 64.7%	1,461 $234,000
Q1 2025 Apr 24, 2025	SELL	$159.48 - $187.78 $24,719 - $29,105	-155 Reduced 3.61%	4,139 $687,000
Q4 2024 Jan 23, 2025	SELL	$167.23 - $183.84 $1,672 - $1,838	-10 Reduced 0.23%	4,294 $739,000
Q3 2024 Oct 18, 2024	BUY	$146.09 - $170.11 $28,925 - $33,681	198 Added 4.82%	4,304 $727,000
Q2 2024 Jul 24, 2024	SELL	$140.18 - $153.78 $2,803 - $3,075	-20 Reduced 0.48%	4,106 $623,000
Q1 2024 May 01, 2024	SELL	$136.79 - $156.49 $14,636 - $16,744	-107 Reduced 2.53%	4,126 $645,000
Q3 2023 Oct 19, 2023	SELL	$108.03 - $125.44 $81,022 - $94,080	-750 Reduced 15.05%	4,233 $457,000
Q2 2023 Jul 17, 2023	BUY	$101.25 - $115.48 $33,716 - $38,454	333 Added 7.16%	4,983 $575,000
Q1 2023 Apr 21, 2023	SELL	$102.38 - $131.79 $3,071 - $3,953	-30 Reduced 0.64%	4,650 $520,000
Q4 2022 Jan 20, 2023	SELL	$90.98 - $120.7 $2,456 - $3,258	-27 Reduced 0.57%	4,680 $0
Q3 2022 Oct 17, 2022	BUY	$63.72 - $108.64 $41,991 - $71,593	659 Added 16.28%	4,707 $422,000
Q2 2022 Jul 28, 2022	SELL	$94.62 - $134.53 $89,226 - $126,861	-943 Reduced 18.89%	4,048 $380,000
Q1 2022 Apr 27, 2022	BUY	$128.19 - $163.16 $245,099 - $311,961	1,912 Added 62.1%	4,991 $657,000
Q4 2021 Feb 14, 2022	BUY	$131.39 - $170.5 $49,271 - $63,937	375 Added 13.87%	3,079 $492,000
Q3 2021 Oct 13, 2021	BUY	$117.19 - $136.42 $29,297 - $34,105	250 Added 10.19%	2,704 $351,000
Q2 2021 Aug 02, 2021	BUY	$113.38 - $135.71 $278,234 - $333,032	2,454 New	2,454 $320,000

Others Institutions Holding SPG

# of Institutions

1,371

Shares Held

285M

Call Options Held

1.83M

Put Options Held

1.62M

View Full List

About SIMON PROPERTY GROUP INC

Ticker SPG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 327,352,000
Market Cap $57.4B
Description
Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...

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Alta Wealth Advisors LLC Simon Property Group Inc Transaction History