Number of Shares
19,538
Previous 21,526 9.24%
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
-1,988 Reduced 9.24%
19,538 $0
Q2 2024

Aug 05, 2024

SELL
N/A
-763 Reduced 3.42%
21,526 $0
Q1 2024

May 07, 2024

SELL
N/A
-3,919 Reduced 14.95%
22,289 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-738 Reduced 2.74%
26,208 $0
Q3 2023

Nov 14, 2023

BUY
N/A
26,946 New
26,946 $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.