Williams Jones Wealth Management’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $262K | Buy |
|