Williams Jones Wealth Management, Llc. Simon Property Group Inc Transaction History

Williams Jones Wealth Management, Llc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$108.03 - $125.44 $32,409 - $37,632	-300 Reduced 13.2%	1,973 $213,000
Q2 2023 Aug 14, 2023	SELL	$101.25 - $115.48 $387,787 - $442,288	-3,830 Reduced 62.76%	2,273 $262,000
Q1 2023 May 15, 2023	SELL	$102.38 - $131.79 $228,819 - $294,550	-2,235 Reduced 26.8%	6,103 $683,000
Q4 2022 Feb 14, 2023	SELL	$90.98 - $120.7 $508,669 - $674,833	-5,591 Reduced 40.14%	8,338 $979,000
Q3 2022 Nov 14, 2022	SELL	$63.72 - $108.64 $76,846 - $131,019	-1,206 Reduced 7.97%	13,929 $1.25 Million
Q2 2022 Aug 15, 2022	BUY	$94.62 - $134.53 $218,666 - $310,898	2,311 Added 18.02%	15,135 $1.44 Million
Q1 2022 May 16, 2022	SELL	$128.19 - $163.16 $167,287 - $212,923	-1,305 Reduced 9.24%	12,824 $1.69 Million
Q4 2021 Feb 14, 2022	BUY	$131.39 - $170.5 $1.86 Million - $2.41 Million	14,129 New	14,129 $2.26 Million

1,265

268M

2.14M

1.44M

Ticker SPG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 327,352,000
Market Cap $56.6B
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...

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

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.