Williams Jones Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
76,500
+27,500
| +56% | +$141K | ﹤0.01% | 382 |
|
|
2025
Q1 | $185K | Buy |
49,000
+16,500
| +51% | +$62.4K | ﹤0.01% | 460 |
|
|
2024
Q4 | $158K | Buy |
+32,500
| New | +$158K | ﹤0.01% | 473 |
|
|
2023
Q2 | – | Sell |
-661,200
| Closed | -$1.7M | – | 543 |
|
|
2023
Q1 | $1.7M | Buy |
661,200
+307,700
| +87% | +$791K | 0.03% | 220 |
|
|
2022
Q4 | $523K | Buy |
353,500
+86,000
| +32% | +$127K | 0.01% | 350 |
|
|
2022
Q3 | $447K | Buy |
+267,500
| New | +$447K | 0.01% | 369 |
|