Number of Shares
2,266
Previous 2,688 15.7%
Holding current value
$578 Million
Previous $461 Million 25.33%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 15, 2024

SELL
N/A
-422 Reduced 15.7%
2,266 $578 Million
Q2 2024

Jul 11, 2024

BUY
N/A
2,688 New
2,688 $461 Million
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.