Shares

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

May 16, 2022

SELL
N/A
-2,222 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
N/A
-150 Reduced 6.32%
2,222 $220,000
Q4 2020

Feb 16, 2021

BUY
N/A
2,372 New
2,372 $223,000
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.