Williams Jones Wealth Management, Llc. GE VERNOVA INC COM Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
12,566
Previous 11,684 7.55%
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
Q2 2025

Aug 14, 2025
BUY
N/A
882 Added 7.55%
12,566 $0
Q1 2025

May 15, 2025
BUY
N/A
4 Added 0.03%
11,684 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-31 Reduced 0.26%
11,680 $0
Q3 2024

Nov 14, 2024
BUY
N/A
761 Added 6.95%
11,711 $0
Q2 2024

Aug 05, 2024
BUY
N/A
10,950 New
10,950 $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