Personal Cfo Solutions, LLC Simon Property Group Inc Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 8,656 shares of SPG stock, worth $1.49 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,656
Previous 8,483 2.04%
Holding current value
$1.49 Million
Previous $1.29 Million 13.68%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Nov 14, 2024
BUY
$146.09 - $170.11 $25,273 - $29,429
173 Added 2.04%
8,656 $1.46 Million
Q2 2024

Aug 09, 2024
BUY
$140.18 - $153.78 $29,858 - $32,755
213 Added 2.58%
8,483 $1.29 Million
Q1 2024

May 13, 2024
SELL
$136.79 - $156.49 $401,068 - $458,828
-2,932 Reduced 26.17%
8,270 $1.29 Million
Q4 2023

Feb 13, 2024
BUY
$103.37 - $146.58 $124,974 - $177,215
1,209 Added 12.1%
11,202 $1.6 Million
Q3 2023

Nov 13, 2023
SELL
$108.03 - $125.44 $34,461 - $40,015
-319 Reduced 3.09%
9,993 $1.08 Million
Q2 2023

Aug 10, 2023
BUY
$101.25 - $115.48 $33,412 - $38,108
330 Added 3.31%
10,312 $1.19 Million
Q1 2023

May 09, 2023
BUY
$102.38 - $131.79 $12,490 - $16,078
122 Added 1.24%
9,982 $1.12 Million
Q4 2022

Feb 14, 2023
BUY
$90.98 - $120.7 $448,986 - $595,654
4,935 Added 100.2%
9,860 $1.16 Million
Q3 2022

Nov 01, 2022
BUY
$63.72 - $108.64 $26,634 - $45,411
418 Added 9.27%
4,925 $442,000
Q2 2022

Aug 05, 2022
BUY
$94.62 - $134.53 $21,289 - $30,269
225 Added 5.25%
4,507 $428,000
Q1 2022

May 02, 2022
BUY
$128.19 - $163.16 $75,888 - $96,590
592 Added 16.04%
4,282 $563,000
Q4 2021

Feb 11, 2022
SELL
$131.39 - $170.5 $5,912 - $7,672
-45 Reduced 1.2%
3,690 $590,000
Q3 2021

Nov 18, 2021
BUY
$117.19 - $136.42 $191,136 - $222,501
1,631 Added 77.52%
3,735 $485,000
Q2 2021

Jul 22, 2021
SELL
$113.38 - $135.71 $453 - $542
-4 Reduced 0.19%
2,104 $274,000
Q1 2021

Apr 21, 2021
BUY
$82.81 - $121.01 $174,563 - $255,089
2,108 New
2,108 $240,000
Q4 2020

Feb 09, 2021
SELL
$60.76 - $93.91 $258,473 - $399,493
-4,254 Closed
0 $0
Q3 2020

Nov 02, 2020
SELL
$60.42 - $74.12 $3,746 - $4,595
-62 Reduced 1.44%
4,254 $0
Q2 2020

Aug 03, 2020
BUY
$44.01 - $95.5 $19,936 - $43,261
453 Added 11.73%
4,316 $295,000
Q1 2020

Apr 30, 2020
SELL
$44.92 - $149.11 $16,350 - $54,276
-364 Reduced 8.61%
3,863 $212,000
Q4 2019

Feb 13, 2020
BUY
$144.01 - $158.06 $608,730 - $668,119
4,227 New
4,227 $642,000

Others Institutions Holding SPG

# of Institutions
1,256
Shares Held
268M
Call Options Held
2.14M
Put Options Held
1.44M
View Full List

About SIMON PROPERTY GROUP INC

SPG Quotes by TradingView
  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $56.2B
  • 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 Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email