Williams Jones Wealth Management, LLC.
Holdings in PDX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $16,217,825 | 863,569 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $24,500,605 | 982,776 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $25,246,061 | 1,024,181 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $25,747,122 | 1,049,190 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $28,282,197 | 1,082,365 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $26,805,953 | 1,136,327 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $25,688,639 | 1,152,991 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $25,986,301 | 1,225,191 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $25,302,200 | 1,235,459 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $24,537,265 | 1,237,381 | Shares | Sole | 2023-11-14 |