Williams Jones Wealth Management, Llc. VANGUARD SPECIALIZED PORTFOLIO Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
6,030
Previous 6,030 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
111 Added 1.88%
6,030 $0
Q4 2024

Feb 14, 2025
BUY
N/A
843 Added 16.61%
5,919 $0
Q3 2024

Nov 14, 2024
BUY
N/A
5,076 New
5,076 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-50 Reduced 1.85%
2,646 $0
Q1 2023

May 15, 2023
BUY
N/A
50 Added 1.89%
2,696 $0
Q4 2022

Feb 14, 2023
BUY
N/A
28 Added 1.07%
2,646 $0
Q2 2022

Aug 15, 2022
BUY
N/A
2,618 New
2,618 $222,000
Q4 2021

Feb 14, 2022
SELL
N/A
-2,091 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
N/A
2,091 New
2,091 $207,000
Q1 2021

May 17, 2021
SELL
N/A
-2,974 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
N/A
-573 Reduced 16.15%
2,974 $271,000
Q3 2020

Nov 13, 2020
BUY
N/A
3,547 New
3,547 $326,000
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