Williams Jones Wealth Management’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,000
Closed -$139 557
2024
Q1
$139 Hold
15,000
﹤0.01% 545
2023
Q4
$1.71K Hold
15,000
﹤0.01% 537
2023
Q3
$7.46K Hold
15,000
﹤0.01% 540
2023
Q2
$14.7K Hold
15,000
﹤0.01% 520
2023
Q1
$16.5K Hold
15,000
﹤0.01% 554
2022
Q4
$18.6K Hold
15,000
﹤0.01% 549
2022
Q3
$26K Hold
15,000
﹤0.01% 557
2022
Q2
$72K Buy
+15,000
New +$77.4K ﹤0.01% 548

Williams Jones Wealth Management's CRGE Position: Q2 2024 in Review

Williams Jones Wealth Management sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q2 2024, closing a stake of 15,000 shares — an estimated $139 sold.

Williams Jones Wealth Management first reported a position in CRGE in Q2 2022 and held it in 8 quarters. The position peaked at $72K in Q2 2022. 0 funds tracked by Wall St. Rank hold CRGE as of Q2 2024.

  • Williams Jones Wealth Management reported no remaining Charge Enterprises, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 15,000 Charge Enterprises, Inc. Common Stock shares in Q2 2024, an estimated $139.
  • Williams Jones Wealth Management first reported a position in Charge Enterprises, Inc. Common Stock in Q2 2022 and held it in 8 quarters.
  • Williams Jones Wealth Management's Charge Enterprises, Inc. Common Stock position peaked at $72K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q2 2024.

Based on Williams Jones Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.