Number of Shares
2,989
Previous 2,820 5.99%
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
Q3 2024

Oct 21, 2024

BUY
N/A
169 Added 5.99%
2,989 $0
Q2 2024

Jul 31, 2024

SELL
N/A
-295 Reduced 9.47%
2,820 $0
Q1 2024

May 09, 2024

BUY
N/A
33 Added 1.07%
3,115 $0
Q4 2023

Aug 29, 2024

SELL
N/A
-8 Reduced 0.26%
3,082 $0
Q4 2023

Jan 30, 2024

SELL
N/A
-8 Reduced 0.26%
3,082 $1.27 Million
Q3 2023

Aug 29, 2024

SELL
N/A
-54 Reduced 1.72%
3,090 $0
Q3 2023

Oct 26, 2023

SELL
N/A
-54 Reduced 1.72%
3,090 $1.15 Million
Q2 2023

Aug 29, 2024

BUY
N/A
72 Added 2.34%
3,144 $0
Q2 2023

Aug 07, 2023

BUY
N/A
72 Added 2.34%
3,144 $1.2 Million
Q1 2023

Aug 29, 2024

BUY
N/A
252 Added 8.94%
3,072 $0
Q1 2023

May 02, 2023

BUY
N/A
3,072 New
3,072 $1.09 Million
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth 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 Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.