Williams Jones Wealth Management’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Hold |
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2025
Q1 | $612K | Hold |
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|
2024
Q4 | $867K | Hold |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $1.16M | Hold |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $1.03M | Hold |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.44M | Hold |
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|
2023
Q1 | $1.36M | Hold |
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|
2022
Q4 | $913K | Hold |
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|
2022
Q3 | $785K | Hold |
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|
2022
Q2 | $688K | Buy |
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