Williams Jones Wealth Management, Llc. T ROWE PR BLUE CHIP GROW Transaction History

Williams Jones Wealth Management, Llc.

2,933

Previous 3,400 13.74%

Previous $0 NaN%

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	N/A	-467 Reduced 13.74%	2,933 $0
Q1 2024 May 07, 2024	BUY	N/A	112 Added 3.41%	3,400 $0
Q3 2023 Nov 14, 2023	SELL	N/A	-346 Reduced 9.52%	3,288 $0
Q4 2022 Feb 14, 2023	BUY	N/A	187 Added 5.43%	3,634 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-280 Reduced 7.51%	3,447 $384,000
Q2 2022 Aug 15, 2022	SELL	N/A	-275 Reduced 6.87%	3,727 $435,000
Q1 2022 May 16, 2022	BUY	N/A	139 Added 3.6%	4,002 $623,000
Q4 2021 Feb 14, 2022	BUY	N/A	323 Added 9.12%	3,863 $687,000
Q2 2021 Aug 16, 2021	BUY	N/A	86 Added 2.49%	3,540 $659,000
Q1 2021 May 17, 2021	SELL	N/A	-160 Reduced 4.43%	3,454 $574,000
Q4 2020 Feb 16, 2021	SELL	N/A	-265 Reduced 6.83%	3,614 $598,000
Q1 2020 May 15, 2020	SELL	N/A	-345 Reduced 8.17%	3,879 $419,000
Q4 2019 Feb 14, 2020	BUY	N/A	4,224 New	4,224 $525,000

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.