WJWM
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Williams Jones Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Williams Jones Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$138K Hold
10,901
– – ﹤0.01% 482
2025
Q1 		$140K Hold
10,901
– – ﹤0.01% 470
2024
Q4 		$147K Sell
10,901
-1,909
-15% -$25.8K ﹤0.01% 478
2024
Q3 		$172K Buy
+12,810
New +$172K ﹤0.01% 504