Williams Jones Wealth Management, Llc. FIDELITY GROWTH CO FUND Transaction History

Williams Jones Wealth Management, Llc.

  • $8.37 Billion
  • Q3 2024
Number of Shares
47,049
Previous 47,049 -0.0%
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 2021

May 17, 2021
SELL
N/A
-53 Reduced 0.11%
47,049 $1.58 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-4,970 Reduced 9.54%
47,102 $1.55 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-2,148 Reduced 3.96%
52,072 $1.62 Million
Q1 2020

May 15, 2020
SELL
N/A
-498 Reduced 0.91%
54,220 $1.02 Million
Q4 2019

Feb 14, 2020
BUY
N/A
2,551 Added 4.89%
54,718 $1.17 Million
Q3 2019

Nov 14, 2019
BUY
N/A
52,167 New
52,167 $1.01 Million
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