Williams Jones Wealth Management, LLC.
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $315,648 | 22,807 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $322,034 | 22,807 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $259,827 | 19,275 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $267,537 | 19,275 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $261,947 | 19,275 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $337,468 | 23,900 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $290,918 | 21,890 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $288,291 | 21,890 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $277,970 | 22,710 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $269,794 | 22,710 | Shares | Sole | 2023-11-14 |