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

Williams Jones Wealth Management, Llc.

  • $7.7 Billion
  • Q1 2025
Number of Shares
100,476
Previous 100,536 0.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email