Number of Shares
8,916
Previous 8,916 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
N/A
-52 Reduced 0.58%
8,916 $0
Q1 2024

May 07, 2024

SELL
N/A
-703 Reduced 7.27%
8,968 $0
Q3 2023

Nov 14, 2023

SELL
N/A
-498 Reduced 4.9%
9,671 $0
Q2 2023

Aug 14, 2023

SELL
N/A
-400 Reduced 3.78%
10,169 $0
Q4 2022

Feb 14, 2023

SELL
N/A
-394 Reduced 3.59%
10,569 $0
Q3 2022

Nov 14, 2022

SELL
N/A
-243 Reduced 2.17%
10,963 $905,000
Q1 2022

May 16, 2022

SELL
N/A
-1,730 Reduced 13.37%
11,206 $1.18 Million
Q3 2021

Nov 15, 2021

SELL
N/A
-1,096 Reduced 7.81%
12,936 $1.31 Million
Q2 2021

Aug 16, 2021

SELL
N/A
-1,063 Reduced 7.04%
14,032 $1.42 Million
Q4 2020

Feb 16, 2021

SELL
N/A
-20 Reduced 0.13%
15,095 $1.34 Million
Q3 2019

Nov 14, 2019

BUY
N/A
15,115 New
15,115 $1.04 Million
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.