Williams Jones Wealth Management, LLC.'s ownership history for WSO

Williams Jones Wealth Management, LLC. currently holds 46.0K shares with a market value of $16.7M. It started holding WSO on 2024-12-31. At its peak, it held 149.4K shares on 2025-06-30. Its highest holding value was $74.4M on 2025-03-31. At its lowest, it held 44.9K shares on 2025-12-31, with a value of $15.1M on 2025-12-31. In the recent 180 days, Williams Jones Wealth Management, LLC. has decreased its shares by 86.7K. In the recent year, Williams Jones Wealth Management, LLC. has decreased its shares by 100.4K.