WJWM
Williams Jones Wealth Management’s Campbell Soup CPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Hold |
17,163
| – | – | 0.01% | 341 |
|
|
2025
Q1 | $685K | Hold |
17,163
| – | – | 0.01% | 289 |
|
|
2024
Q4 | $719K | Sell |
17,163
-252
| -1% | -$10.6K | 0.01% | 288 |
|
|
2024
Q3 | $852K | Buy |
17,415
+2
| +0% | +$98 | 0.01% | 276 |
|
|
2024
Q2 | $787K | Hold |
17,413
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $774K | Hold |
17,413
| – | – | 0.01% | 289 |
|
|
2023
Q4 | $753K | Sell |
17,413
-114
| -0.7% | -$4.93K | 0.01% | 285 |
|
|
2023
Q3 | $720K | Sell |
17,527
-410
| -2% | -$16.8K | 0.01% | 288 |
|
|
2023
Q2 | $820K | Hold |
17,937
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $986K | Sell |
17,937
-400
| -2% | -$22K | 0.02% | 281 |
|
|
2022
Q4 | $1.04M | Buy |
18,337
+399
| +2% | +$22.6K | 0.02% | 262 |
|
|
2022
Q3 | $845K | Sell |
17,938
-200
| -1% | -$9.42K | 0.01% | 293 |
|
|
2022
Q2 | $872K | Buy |
18,138
+5,786
| +47% | +$278K | 0.01% | 290 |
|
|
2022
Q1 | $551K | Buy |
+12,352
| New | +$551K | 0.01% | 334 |
|
|
2021
Q3 | – | Sell |
-4,766
| Closed | -$217K | – | 498 |
|
|
2021
Q2 | $217K | Sell |
4,766
-900
| -16% | -$41K | ﹤0.01% | 455 |
|
|
2021
Q1 | $285K | Hold |
5,666
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $274K | Buy |
5,666
+1,000
| +21% | +$48.4K | ﹤0.01% | 387 |
|
|
2020
Q3 | $226K | Hold |
4,666
| – | – | ﹤0.01% | 379 |
|
|
2020
Q2 | $232K | Hold |
4,666
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $215K | Hold |
4,666
| – | – | 0.01% | 338 |
|
|
2019
Q4 | $231K | Hold |
4,666
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $219K | Buy |
+4,666
| New | +$219K | ﹤0.01% | 386 |
|