Williams Jones Wealth Management, LLC.
Holdings in WEX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,386,269 | 29,442 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $4,965,030 | 31,518 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $5,753,828 | 39,171 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $9,644,953 | 61,425 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $18,099,686 | 103,238 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $22,730,327 | 108,379 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $21,207,732 | 119,723 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $30,505,502 | 128,428 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $25,174,380 | 129,398 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $24,451,511 | 129,999 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $23,690,038 | 130,115 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $24,374,987 | 132,552 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $22,111,569 | 135,115 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $17,658,369 | 139,108 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $22,005,206 | 141,458 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $25,881,495 | 145,035 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $26,170,661 | 186,414 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $35,034,246 | 198,900 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $42,605,647 | 219,730 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $46,707,109 | 223,244 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $45,278,301 | 222,465 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $31,341,209 | 225,525 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $37,705,115 | 228,502 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $24,375,727 | 233,149 | Shares | Sole | 2020-05-15 |