WJWM
Williams Jones Wealth Management’s PDF Solutions PDFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Hold |
32,000
| – | – | 0.01% | 300 |
|
|
2025
Q1 | $612K | Hold |
32,000
| – | – | 0.01% | 309 |
|
|
2024
Q4 | $867K | Hold |
32,000
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $1.01M | Hold |
32,000
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $1.16M | Hold |
32,000
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $1.08M | Hold |
32,000
| – | – | 0.01% | 255 |
|
|
2023
Q4 | $1.03M | Hold |
32,000
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $1.04M | Hold |
32,000
| – | – | 0.02% | 246 |
|
|
2023
Q2 | $1.44M | Hold |
32,000
| – | – | 0.02% | 220 |
|
|
2023
Q1 | $1.36M | Hold |
32,000
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $913K | Hold |
32,000
| – | – | 0.02% | 282 |
|
|
2022
Q3 | $785K | Hold |
32,000
| – | – | 0.01% | 300 |
|
|
2022
Q2 | $688K | Buy |
+32,000
| New | +$688K | 0.01% | 320 |
|