Jamison Private Wealth Management, Inc. GE VERNOVA INC Transaction History

Jamison Private Wealth Management, Inc.

  • $697 Billion
  • Q2 2025
Number of Shares
1,960
Previous 1,981 1.06%
Holding current value
$1.04 Billion
Previous $605 Million 71.5%
% of portfolio
0.15%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-21 Reduced 1.06%
1,960 $1.04 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-138 Reduced 6.51%
1,981 $605 Million
Q4 2024

Jan 21, 2025
SELL
N/A
-147 Reduced 6.49%
2,119 $697 Million
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
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