Williams Jones Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $295K | Sell |
|
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|
2024
Q4 | $329K | Hold |
|
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|
2024
Q3 | $315K | Hold |
|
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|
2024
Q2 | $280K | Buy |
|
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|
2024
Q1 | $306K | Hold |
|
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|
2023
Q4 | $322K | Hold |
|
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|
2023
Q3 | $295K | Sell |
|
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $286K | Sell |
|
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|
2022
Q4 | $278K | Buy |
|
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|
2022
Q3 | $276K | Hold |
|
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|
2022
Q2 | $266K | Buy |
|