Williams Jones Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Hold |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $550K | Buy |
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|
2024
Q1 | $571K | Hold |
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|
2023
Q4 | $462K | Hold |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $543K | Hold |
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $611K | Hold |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $576K | Sell |
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|
2021
Q3 | $656K | Sell |
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|
2021
Q2 | $686K | Buy |
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|
2021
Q1 | $603K | Sell |
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|
2020
Q4 | $600K | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $764K | Buy |
|