Williams Jones Wealth Management, Llc. FIDELITY TREND FD INC COM Transaction History

Williams Jones Wealth Management, Llc.

  • $8.37 Billion
  • Q3 2024
Number of Shares
1,076
Previous 1,170 8.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-94 Reduced 8.03%
1,076 $0
Q1 2024

May 07, 2024
BUY
N/A
1,170 New
1,170 $0
Q2 2022

Aug 15, 2022
SELL
N/A
-1,587 Closed
0 $0
Q1 2022

May 16, 2022
SELL
N/A
-130 Reduced 7.57%
1,587 $238,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,717 New
1,717 $295,000
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