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

Jamison Private Wealth Management, Inc.

  • $789 Billion
  • Q3 2025
Number of Shares
1,933
Previous 1,960 1.38%
Holding current value
$1.19 Billion
Previous $1.04 Billion 14.61%
% of portfolio
0.15%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
N/A
-27 Reduced 1.38%
1,933 $1.19 Billion
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email