Williams Jones Wealth Management’s National Research Corp NRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Hold |
41,998
| – | – | 0.01% | 297 |
|
|
2025
Q1 | $538K | Hold |
41,998
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $741K | Hold |
41,998
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $960K | Hold |
41,998
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $964K | Hold |
41,998
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $1.66M | Hold |
41,998
| – | – | 0.02% | 212 |
|
|
2023
Q4 | $1.66M | Hold |
41,998
| – | – | 0.02% | 207 |
|
|
2023
Q3 | $1.86M | Hold |
41,998
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $1.83M | Hold |
41,998
| – | – | 0.03% | 204 |
|
|
2023
Q1 | $1.83M | Hold |
41,998
| – | – | 0.03% | 211 |
|
|
2022
Q4 | $1.57M | Sell |
41,998
-1
| -0% | -$37 | 0.03% | 222 |
|
|
2022
Q3 | $1.67M | Sell |
41,999
-2,295
| -5% | -$91.4K | 0.03% | 218 |
|
|
2022
Q2 | $1.7M | Buy |
+44,294
| New | +$1.7M | 0.03% | 217 |
|