Williams Jones Wealth Management’s Franco-Nevada FNV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Hold
2,226
﹤0.01% 390
2025
Q1
$351K Buy
2,226
+100
+5% +$15.8K ﹤0.01% 380
2024
Q4
$250K Sell
2,126
-150
-7% -$17.6K ﹤0.01% 438
2024
Q3
$283K Buy
2,276
+300
+15% +$37.3K ﹤0.01% 436
2024
Q2
$234K Buy
1,976
+112
+6% +$13.3K ﹤0.01% 453
2024
Q1
$222K Sell
1,864
-1,000
-35% -$119K ﹤0.01% 481
2023
Q4
$317K Sell
2,864
-21,131
-88% -$2.34M ﹤0.01% 414
2023
Q3
$3.2M Sell
23,995
-7,954
-25% -$1.06M 0.05% 150
2023
Q2
$4.56M Buy
31,949
+17,705
+124% +$2.52M 0.07% 138
2023
Q1
$2.08M Sell
14,244
-3,364
-19% -$490K 0.03% 202
2022
Q4
$2.4M Sell
17,608
-11,816
-40% -$1.61M 0.04% 190
2022
Q3
$3.52M Sell
29,424
-120,980
-80% -$14.5M 0.06% 155
2022
Q2
$19.8M Buy
150,404
+53,622
+55% +$7.06M 0.32% 65
2022
Q1
$15.4M Buy
96,782
+65,661
+211% +$10.5M 0.22% 79
2021
Q4
$4.3M Sell
31,121
-32,705
-51% -$4.52M 0.05% 149
2021
Q3
$8.29M Buy
63,826
+396
+0.6% +$51.4K 0.12% 107
2021
Q2
$9.2M Buy
63,430
+7,605
+14% +$1.1M 0.13% 102
2021
Q1
$6.99M Sell
55,825
-3,303
-6% -$414K 0.11% 117
2020
Q4
$7.41M Sell
59,128
-258,286
-81% -$32.4M 0.12% 101
2020
Q3
$44.3M Buy
317,414
+271,373
+589% +$37.9M 0.82% 37
2020
Q2
$6.43M Buy
+46,041
New +$6.43M 0.13% 95