Williams Jones Wealth Management, Llc. LINDE PUBLIC LTD Transaction History

Williams Jones Wealth Management, Llc.

  • $7.94 Billion
  • Q2 2024
Number of Shares
5,291
Previous 5,416 2.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
N/A
-125 Reduced 2.31%
5,291 $0
Q1 2024

May 07, 2024
SELL
N/A
-77 Reduced 1.4%
5,416 $0
Q4 2023

Feb 14, 2024
BUY
N/A
118 Added 2.2%
5,493 $0
Q3 2023

Nov 14, 2023
BUY
N/A
66 Added 1.24%
5,375 $0
Q1 2023

May 15, 2023
BUY
N/A
5,309 New
5,309 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email