Williams Jones Wealth Management’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Buy |
3,590
+107
| +3% | +$25K | 0.01% | 278 |
|
|
2025
Q1 | $788K | Hold |
3,483
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $681K | Hold |
3,483
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $714K | Buy |
3,483
+109
| +3% | +$22.3K | 0.01% | 295 |
|
|
2024
Q2 | $574K | Hold |
3,374
| – | – | 0.01% | 324 |
|
|
2024
Q1 | $620K | Hold |
3,374
| – | – | 0.01% | 318 |
|
|
2023
Q4 | $602K | Hold |
3,374
| – | – | 0.01% | 312 |
|
|
2023
Q3 | $527K | Hold |
3,374
| – | – | 0.01% | 331 |
|
|
2023
Q2 | $466K | Hold |
3,374
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $453K | Sell |
3,374
-5
| -0.1% | -$671 | 0.01% | 384 |
|
|
2022
Q4 | $424K | Buy |
3,379
+4
| +0.1% | +$502 | 0.01% | 386 |
|
|
2022
Q3 | $396K | Sell |
3,375
-125
| -4% | -$14.7K | 0.01% | 398 |
|
|
2022
Q2 | $396K | Buy |
+3,500
| New | +$396K | 0.01% | 402 |
|