Williams Jones Wealth Management, Llc. BROOKFIELD ASSET MANAGEMENT - Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
18,464
Previous 18,310 0.84%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
154 Added 0.84%
18,464 $0
Q1 2025

May 15, 2025
BUY
N/A
756 Added 4.31%
18,310 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,128 Added 6.87%
17,554 $0
Q2 2024

Aug 05, 2024
SELL
N/A
-550 Reduced 3.24%
16,426 $0
Q1 2024

May 07, 2024
BUY
N/A
8 Added 0.05%
16,976 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-1 Reduced 0.01%
16,968 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-12,398 Reduced 42.22%
16,969 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-10,932 Reduced 27.13%
29,367 $0
Q1 2023

May 15, 2023
SELL
N/A
-2,527 Reduced 5.9%
40,299 $0
Q4 2022

Feb 14, 2023
BUY
N/A
42,826 New
42,826 $0
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