A detailed history of Jeppson Wealth Management, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 9,930 shares of SPG stock, worth $1.78 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
9,930
Previous 9,935 0.05%
Holding current value
$1.78 Million
Previous $1.51 Million 11.27%
% of portfolio
0.6%
Previous 0.58%

Shares

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

Nov 04, 2024

SELL
$146.09 - $170.11 $730 - $850
-5 Reduced 0.05%
9,930 $1.68 Million
Q2 2024

Aug 05, 2024

SELL
$140.18 - $153.78 $6,448 - $7,073
-46 Reduced 0.46%
9,935 $1.51 Million
Q1 2024

Apr 17, 2024

SELL
$136.79 - $156.49 $43,225 - $49,450
-316 Reduced 3.07%
9,981 $1.56 Million
Q4 2023

Jan 11, 2024

BUY
$103.37 - $146.58 $15,712 - $22,280
152 Added 1.5%
10,297 $1.47 Million
Q3 2023

Oct 25, 2023

BUY
$108.03 - $125.44 $5,401 - $6,272
50 Added 0.5%
10,145 $1.1 Million
Q2 2023

Jul 31, 2023

SELL
$101.25 - $115.48 $83,531 - $95,271
-825 Reduced 7.55%
10,095 $1.17 Million
Q1 2023

Apr 27, 2023

SELL
$102.38 - $131.79 $15,254 - $19,636
-149 Reduced 1.35%
10,920 $1.22 Million
Q4 2022

Jan 27, 2023

BUY
$90.98 - $120.7 $39,121 - $51,901
430 Added 4.04%
11,069 $0
Q3 2022

Oct 20, 2022

BUY
$63.72 - $108.64 $21,091 - $35,959
331 Added 3.21%
10,639 $955,000
Q2 2022

Aug 03, 2022

BUY
$94.62 - $134.53 $45,985 - $65,381
486 Added 4.95%
10,308 $978,000
Q1 2022

Apr 27, 2022

BUY
$128.19 - $163.16 $232,280 - $295,645
1,812 Added 22.62%
9,822 $1.29 Million
Q4 2021

Jan 19, 2022

SELL
$131.39 - $170.5 $43,358 - $56,265
-330 Reduced 3.96%
8,010 $1.28 Million
Q3 2021

Nov 17, 2021

BUY
$117.19 - $136.42 $2,343 - $2,728
20 Added 0.24%
8,340 $1.08 Million
Q2 2021

Jul 20, 2021

SELL
$113.38 - $135.71 $9,070 - $10,856
-80 Reduced 0.95%
8,320 $1.09 Million
Q1 2021

May 19, 2021

SELL
$82.81 - $121.01 $10,351 - $15,126
-125 Reduced 1.47%
8,400 $955,000
Q4 2020

Mar 05, 2021

BUY
$60.76 - $93.91 $112,102 - $173,263
1,845 Added 27.62%
8,525 $727,000
Q3 2020

Nov 19, 2020

BUY
$60.42 - $74.12 $403,605 - $495,121
6,680 New
6,680 $432,000

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
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.