Williams Jones Wealth Management, Llc. CANADIAN PACIFIC KANSAS CITY Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
100,921
Previous 100,476 0.44%
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
445 Added 0.44%
100,921 $0
Q1 2025

May 15, 2025
SELL
N/A
-60 Reduced 0.06%
100,476 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-37,940 Reduced 27.4%
100,536 $0
Q3 2024

Nov 14, 2024
BUY
N/A
938 Added 0.68%
138,476 $0
Q2 2024

Aug 05, 2024
SELL
N/A
-20,633 Reduced 13.04%
137,538 $0
Q1 2024

May 07, 2024
BUY
N/A
44,991 Added 39.75%
158,171 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-2,337 Reduced 2.02%
113,180 $0
Q3 2023

Nov 14, 2023
BUY
N/A
5,195 Added 4.71%
115,517 $0
Q2 2023

Aug 14, 2023
BUY
N/A
2,167 Added 2.0%
110,322 $0
Q1 2023

May 15, 2023
BUY
N/A
108,155 New
108,155 $0
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