WJWM
Williams Jones Wealth Management’s DXC Technology DXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,119
| Closed | -$209K | – | 560 |
|
|
2023
Q4 | $209K | Buy |
+9,119
| New | +$209K | ﹤0.01% | 491 |
|
|
2023
Q3 | – | Sell |
-9,129
| Closed | -$244K | – | 558 |
|
|
2023
Q2 | $244K | Hold |
9,129
| – | – | ﹤0.01% | 447 |
|
|
2023
Q1 | $233K | Buy |
9,129
+1,000
| +12% | +$25.6K | ﹤0.01% | 482 |
|
|
2022
Q4 | $215K | Sell |
8,129
-71
| -0.9% | -$1.88K | ﹤0.01% | 495 |
|
|
2022
Q3 | $201K | Sell |
8,200
-410
| -5% | -$10.1K | ﹤0.01% | 513 |
|
|
2022
Q2 | $261K | Buy |
+8,610
| New | +$261K | ﹤0.01% | 484 |
|