WJWM
Williams Jones Wealth Management’s Camden National CAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
6,549
| – | – | ﹤0.01% | 436 |
|
|
2025
Q1 | $265K | Hold |
6,549
| – | – | ﹤0.01% | 422 |
|
|
2024
Q4 | $280K | Hold |
6,549
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $271K | Sell |
6,549
-1
| -0% | -$41 | ﹤0.01% | 441 |
|
|
2024
Q2 | $216K | Sell |
6,550
-4,500
| -41% | -$149K | ﹤0.01% | 472 |
|
|
2024
Q1 | $370K | Hold |
11,050
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $416K | Hold |
11,050
| – | – | 0.01% | 375 |
|
|
2023
Q3 | $312K | Hold |
11,050
| – | – | ﹤0.01% | 410 |
|
|
2023
Q2 | $342K | Hold |
11,050
| – | – | 0.01% | 408 |
|
|
2023
Q1 | $400K | Hold |
11,050
| – | – | 0.01% | 404 |
|
|
2022
Q4 | $461K | Hold |
11,050
| – | – | 0.01% | 372 |
|
|
2022
Q3 | $471K | Hold |
11,050
| – | – | 0.01% | 363 |
|
|
2022
Q2 | $487K | Hold |
11,050
| – | – | 0.01% | 364 |
|
|
2022
Q1 | $520K | Hold |
11,050
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $532K | Buy |
11,050
+750
| +7% | +$36.1K | 0.01% | 323 |
|
|
2021
Q3 | $493K | Hold |
10,300
| – | – | 0.01% | 324 |
|
|
2021
Q2 | $492K | Hold |
10,300
| – | – | 0.01% | 323 |
|
|
2021
Q1 | $493K | Hold |
10,300
| – | – | 0.01% | 312 |
|
|
2020
Q4 | $369K | Hold |
10,300
| – | – | 0.01% | 333 |
|
|
2020
Q3 | $311K | Hold |
10,300
| – | – | 0.01% | 325 |
|
|
2020
Q2 | $356K | Hold |
10,300
| – | – | 0.01% | 295 |
|
|
2020
Q1 | $324K | Hold |
10,300
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $474K | Hold |
10,300
| – | – | 0.01% | 286 |
|
|
2019
Q3 | $446K | Buy |
+10,300
| New | +$446K | 0.01% | 277 |
|