A detailed history of Congress Wealth Management LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,176 shares of SPG stock, worth $569,043. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,176
Previous 3,674 13.55%
Holding current value
$569,043
Previous $557,000 3.77%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$146.09 - $170.11 $72,752 - $84,714
-498 Reduced 13.55%
3,176 $536,000
Q2 2024

Aug 13, 2024

BUY
$140.18 - $153.78 $4,485 - $4,920
32 Added 0.88%
3,674 $557,000
Q1 2024

Apr 18, 2024

BUY
$136.79 - $156.49 $957 - $1,095
7 Added 0.19%
3,642 $569,000
Q4 2023

Feb 09, 2024

SELL
$103.37 - $146.58 $20,467 - $29,022
-198 Reduced 5.17%
3,635 $518,000
Q3 2023

Oct 30, 2023

SELL
$108.03 - $125.44 $2,052 - $2,383
-19 Reduced 0.49%
3,833 $414,000
Q2 2023

Jul 13, 2023

SELL
$101.25 - $115.48 $212,220 - $242,046
-2,096 Reduced 35.24%
3,852 $444,000
Q1 2023

Apr 14, 2023

BUY
$102.38 - $131.79 $39,109 - $50,343
382 Added 6.86%
5,948 $665,000
Q4 2022

Feb 02, 2023

BUY
$90.98 - $120.7 $64,140 - $85,093
705 Added 14.5%
5,566 $654,000
Q3 2022

Nov 08, 2022

BUY
$63.72 - $108.64 $309,742 - $528,099
4,861 New
4,861 $437,000
Q2 2022

Aug 11, 2022

SELL
$94.62 - $134.53 $194,917 - $277,131
-2,060 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$128.19 - $163.16 $4,743 - $6,036
-37 Reduced 1.76%
2,060 $270,000
Q4 2021

Feb 04, 2022

BUY
$131.39 - $170.5 $275,524 - $357,538
2,097 New
2,097 $335,000

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $58.7B
  • 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...
More about SPG
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