Williams Jones Wealth Management, Llc. VANGUARD INDEX FDS SMCP INDEX Transaction History

Williams Jones Wealth Management, Llc.

4,222

Previous 3,489 21.01%

Previous $0 NaN%

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	N/A	733 Added 21.01%	4,222 $0
Q4 2023 Feb 14, 2024	SELL	N/A	-1,428 Reduced 29.04%	3,489 $0
Q2 2023 Aug 14, 2023	BUY	N/A	1 Added 0.02%	4,917 $0
Q1 2023 May 15, 2023	BUY	N/A	1 Added 0.02%	4,916 $0
Q4 2022 Feb 14, 2023	BUY	N/A	1 Added 0.02%	4,915 $0

Q3 2022 Nov 14, 2022	BUY	N/A	1 Added 0.02%	4,914 $402,000
Q2 2022 Aug 15, 2022	BUY	N/A	1 Added 0.02%	4,913 $415,000
Q4 2021 Feb 14, 2022	BUY	N/A	214 Added 4.56%	4,912 $532,000
Q3 2021 Nov 15, 2021	SELL	N/A	-314 Reduced 6.26%	4,698 $493,000
Q1 2020 May 15, 2020	SELL	N/A	-276 Reduced 5.22%	5,012 $277,000
Q3 2019 Nov 14, 2019	BUY	N/A	5,288 New	5,288 $390,000

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.