Number of Shares
4,483
Previous 6,345 29.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
N/A
-1,862 Reduced 29.35%
4,483 $0
Q1 2024

May 07, 2024

BUY
N/A
61 Added 0.97%
6,345 $0
Q1 2023

May 15, 2023

SELL
N/A
-257 Reduced 3.93%
6,284 $0
Q4 2022

Feb 14, 2023

BUY
N/A
66 Added 1.02%
6,541 $0
Q3 2022

Nov 14, 2022

SELL
N/A
-1,668 Reduced 20.48%
6,475 $422,000
Q1 2022

May 16, 2022

SELL
N/A
-7,498 Reduced 47.94%
8,143 $736,000
Q4 2021

Feb 14, 2022

BUY
N/A
315 Added 2.06%
15,641 $1.66 Million
Q1 2021

May 17, 2021

SELL
N/A
-1,371 Reduced 8.21%
15,326 $1.52 Million
Q4 2020

Feb 16, 2021

BUY
N/A
128 Added 0.77%
16,697 $1.62 Million
Q4 2019

Feb 14, 2020

BUY
N/A
3,557 Added 27.34%
16,569 $1.22 Million
Q3 2019

Nov 14, 2019

BUY
N/A
13,012 New
13,012 $883,000
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.