WJWM
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Williams Jones Wealth Management’s Lumen LUMN Stock Holding History

Williams Jones Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$48.3K Sell
11,019
-100
-0.9% -$438 ﹤0.01% 494
2025
Q1 		$43.6K Sell
11,119
-900
-7% -$3.53K ﹤0.01% 484
2024
Q4 		$63.8K Buy
+12,019
New +$63.8K ﹤0.01% 485