Williams Jones Wealth Management’s National Research Corp NRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $537K | Hold |
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|
2025
Q2 | $706K | Hold |
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|
2025
Q1 | $538K | Hold |
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|
2024
Q4 | $741K | Hold |
|
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|
2024
Q3 | $960K | Hold |
|
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|
2024
Q2 | $964K | Hold |
|
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|
2024
Q1 | $1.66M | Hold |
|
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|
2023
Q4 | $1.66M | Hold |
|
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|
2023
Q3 | $1.86M | Hold |
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|
2023
Q2 | $1.83M | Hold |
|
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|
2023
Q1 | $1.83M | Hold |
|
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $1.7M | Buy |
|