Williams Jones Wealth Management, Llc. PHILLIPS 66 PARTNERS LP COM UN Transaction History

Williams Jones Wealth Management, Llc.

  • $8.37 Billion
  • Q3 2024

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022
SELL
N/A
-6,000 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
N/A
350 Added 6.19%
6,000 $215,000
Q2 2021

Aug 16, 2021
BUY
N/A
5,650 New
5,650 $223,000
Q3 2020

Nov 13, 2020
SELL
N/A
-6,275 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
N/A
-1,400 Reduced 18.24%
6,275 $226,000
Q1 2020

May 15, 2020
SELL
N/A
-240 Reduced 3.03%
7,675 $280,000
Q4 2019

Feb 14, 2020
SELL
N/A
-2,735 Reduced 25.68%
7,915 $488,000
Q3 2019

Nov 14, 2019
BUY
N/A
10,650 New
10,650 $603,000
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