Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022

SELL
N/A
-6,740 Closed
0 $0
Q2 2021

Aug 16, 2021

SELL
N/A
-195,246 Reduced 96.66%
6,740 $249,000
Q4 2020

Feb 16, 2021

BUY
N/A
10,999 Added 5.76%
201,986 $7.06 Million
Q1 2020

May 15, 2020

SELL
N/A
-108,827 Reduced 36.3%
190,987 $4.35 Million
Q4 2019

Feb 14, 2020

BUY
N/A
9,827 Added 3.39%
299,814 $8.62 Million
Q3 2019

Nov 14, 2019

BUY
N/A
289,987 New
289,987 $8.05 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.