Number of Shares
7,124
Previous 9,344 23.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
N/A
-2,220 Reduced 23.76%
7,124 $0
Q2 2023

Aug 14, 2023

BUY
N/A
9,344 New
9,344 $0
Q3 2022

Nov 14, 2022

BUY
N/A
12,101 New
12,101 $216,000
Track This Portfolio

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

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