Williams Jones Wealth Management’s Camden National CAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $416K | Hold |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $400K | Hold |
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|
2022
Q4 | $461K | Hold |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $487K | Hold |
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|
2022
Q1 | $520K | Hold |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $492K | Hold |
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|
2021
Q1 | $493K | Hold |
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|
2020
Q4 | $369K | Hold |
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|
2020
Q3 | $311K | Hold |
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|
2020
Q2 | $356K | Hold |
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|
2020
Q1 | $324K | Hold |
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|
2019
Q4 | $474K | Hold |
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|
2019
Q3 | $446K | Buy |
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