Williams Jones Wealth Management, Llc. DODGE & COX STK FD COM Transaction History

Williams Jones Wealth Management, Llc.

  • $7.7 Billion
  • Q1 2025
Number of Shares
1,016
Previous 1,015 0.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
1 Added 0.1%
1,016 $0
Q4 2024

Feb 14, 2025
BUY
N/A
135 Added 15.34%
1,015 $0
Q2 2024

Aug 05, 2024
SELL
N/A
-11 Reduced 1.23%
880 $0
Q3 2023

Nov 14, 2023
BUY
N/A
11 Added 1.25%
891 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-89 Reduced 9.18%
880 $0
Q1 2023

May 15, 2023
BUY
N/A
969 New
969 $0
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