A detailed history of Walter & Keenan Wealth Management LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 2,178 shares of SPG stock, worth $369,345. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,178
Previous 2,178 -0.0%
Holding current value
$369,345
Previous $340,000 2.94%
% of portfolio
0.11%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 26, 2023

BUY
$102.38 - $131.79 $222,983 - $287,038
2,178 New
2,178 $243,000
Q4 2021

Jan 24, 2022

SELL
$131.39 - $170.5 $414,404 - $537,757
-3,154 Closed
0 $0
Q3 2021

Oct 18, 2021

BUY
$117.19 - $136.42 $5,742 - $6,684
49 Added 1.58%
3,154 $410,000
Q2 2021

Jul 13, 2021

SELL
$113.38 - $135.71 $49,320 - $59,033
-435 Reduced 12.29%
3,105 $406,000
Q2 2020

Jul 16, 2020

BUY
$44.01 - $95.5 $155,795 - $338,070
3,540 New
3,540 $242,000
Q1 2020

Apr 14, 2020

SELL
$44.92 - $149.11 $159,016 - $527,849
-3,540 Closed
0 $0
Q3 2019

Oct 28, 2019

SELL
$145.47 - $165.03 $4,945 - $5,611
-34 Reduced 0.95%
3,540 $551,000
Q4 2018

Feb 01, 2019

SELL
$160.66 - $190.59 $8,996 - $10,673
-56 Reduced 1.54%
3,574 $600,000
Q3 2017

Nov 08, 2017

BUY
$153.23 - $166.37 $556,224 - $603,923
3,630
3,630 $584,000

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 $55.5B
  • 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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