Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 15, 2021

SELL
N/A
-5,692 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
N/A
5,692 New
5,692 $209,000
Q1 2020

May 15, 2020

SELL
N/A
-8,220 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
N/A
8,220 New
8,220 $273,000
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.