WILLIAMS JONES WEALTH MANAGEMENT, LLC. – Transaction History
WILLIAMS JONES WEALTH MANAGEMENT, LLC. portfolio value:
1.89M
portfolio value
WILLIAMS JONES WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-27.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +142.63% | 335.69K shares | 811K | 571.06K | |
| Q2 2022 | share | Increase | +134.90% | 135.16K shares | 749K | 235.36K | |
| Q1 2022 | share | Increase | 0.00% | 100.2K shares | 336K | 100.2K |