Personal Cfo Solutions, LLC Simon Property Group Inc Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 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 8,483 shares of SPG stock, worth $1.43 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

8,483

Previous 8,270 2.58%

Holding current value

$1.43 Million

Previous $1.29 Million 0.54%

% of portfolio

0.2%

Previous 0.22%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,206

Shares Held

281M

Call Options Held

2.06M

Put Options Held

1.47M

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 $55.2B
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...

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Personal Cfo Solutions, LLC Simon Property Group Inc Transaction History