Williams Jones Wealth Management, Llc. BROOKFIELD CORPORATION Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
60,115
Previous 64,815 7.25%
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 2025

Aug 14, 2025
SELL
N/A
-4,700 Reduced 7.25%
60,115 $0
Q1 2025

May 15, 2025
BUY
N/A
2,235 Added 3.57%
64,815 $0
Q4 2024

Feb 14, 2025
BUY
N/A
1,007 Added 1.64%
62,580 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-148 Reduced 0.24%
61,573 $0
Q2 2024

Aug 05, 2024
SELL
N/A
-5,411 Reduced 8.06%
61,721 $0
Q1 2024

May 07, 2024
SELL
N/A
-42 Reduced 0.06%
67,132 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-11,248 Reduced 14.34%
67,174 $0
Q3 2023

Nov 14, 2023
BUY
N/A
1,901 Added 2.48%
78,422 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-72,182 Reduced 48.54%
76,521 $0
Q1 2023

May 15, 2023
SELL
N/A
-20,584 Reduced 12.16%
148,703 $0
Q4 2022

Feb 14, 2023
BUY
N/A
169,287 New
169,287 $0
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