WILLIAMS JONES WEALTH MANAGEMENT, LLC. – Transaction History
WILLIAMS JONES WEALTH MANAGEMENT, LLC. portfolio value:
1.43M
portfolio value
WILLIAMS JONES WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.86% | -46 shares | -109K | 5.30K | |
| Q2 2022 | share | Increase | +128.26% | 3.00K shares | 791K | 5.35K | |
| Q1 2022 | share | Decrease | -25.14% | -788 shares | -337K | 2.34K | |
| Q4 2021 | share | Decrease | -0.98% | -31 shares | 157K | 3.13K | |
| Q3 2021 | share | Increase | +7.11% | 210 shares | 75K | 3.16K | |
| Q2 2021 | share | Decrease | -0.84% | -25 shares | 19K | 2.95K | |
| Q1 2021 | share | Increase | +0.10% | 3 shares | 51K | 2.98K | |
| Q4 2020 | share | Increase | +1.74% | 51 shares | 87K | 2.97K | |
| Q3 2020 | share | Increase | +48.30% | 953 shares | 279K | 2.92K | |
| Q2 2020 | share | 0.00% | 0 shares | 77K | 1.97K | ||
| Q1 2020 | share | Decrease | -4.82% | -100 shares | -100K | 1.97K | |
| Q4 2019 | share | Decrease | -19.43% | -500 shares | -57K | 2.07K | |
| Q3 2019 | share | Increase | 0.00% | 2.57K shares | 498K | 2.57K |