WJWM
Williams Jones Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
1,846
-698
| -27% | -$190K | 0.01% | 349 |
|
|
2025
Q1 | $683K | Buy |
2,544
+37
| +1% | +$9.93K | 0.01% | 290 |
|
|
2024
Q4 | $838K | Buy |
2,507
+117
| +5% | +$39.1K | 0.01% | 268 |
|
|
2024
Q3 | $654K | Sell |
2,390
-946
| -28% | -$259K | 0.01% | 309 |
|
|
2024
Q2 | $858K | Sell |
3,336
-831
| -20% | -$214K | 0.01% | 269 |
|
|
2024
Q1 | $1.26M | Buy |
4,167
+1,943
| +87% | +$585K | 0.02% | 242 |
|
|
2023
Q4 | $585K | Sell |
2,224
-325
| -13% | -$85.5K | 0.01% | 317 |
|
|
2023
Q3 | $517K | Sell |
2,549
-1,589
| -38% | -$322K | 0.01% | 334 |
|
|
2023
Q2 | $874K | Sell |
4,138
-972
| -19% | -$205K | 0.01% | 268 |
|
|
2023
Q1 | $1.02M | Sell |
5,110
-88,579
| -95% | -$17.7M | 0.02% | 272 |
|
|
2022
Q4 | $12.4M | Sell |
93,689
-51,429
| -35% | -$6.82M | 0.21% | 87 |
|
|
2022
Q3 | $20.9M | Sell |
145,118
-6,838
| -4% | -$984K | 0.36% | 60 |
|
|
2022
Q2 | $25.1M | Sell |
151,956
-7,941
| -5% | -$1.31M | 0.41% | 51 |
|
|
2022
Q1 | $33.9M | Buy |
159,897
+895
| +0.6% | +$190K | 0.47% | 48 |
|
|
2021
Q4 | $40.4M | Buy |
159,002
+3,119
| +2% | +$793K | 0.5% | 47 |
|
|
2021
Q3 | $42.3M | Buy |
155,883
+1,819
| +1% | +$493K | 0.59% | 45 |
|
|
2021
Q2 | $37.6M | Sell |
154,064
-48
| -0% | -$11.7K | 0.53% | 50 |
|
|
2021
Q1 | $32.7M | Buy |
154,112
+4,545
| +3% | +$963K | 0.51% | 50 |
|
|
2020
Q4 | $33.3M | Buy |
149,567
+3,288
| +2% | +$732K | 0.54% | 45 |
|
|
2020
Q3 | $36.8M | Buy |
146,279
+2,415
| +2% | +$607K | 0.68% | 39 |
|
|
2020
Q2 | $27M | Buy |
143,864
+3,169
| +2% | +$594K | 0.55% | 46 |
|
|
2020
Q1 | $20.3M | Buy |
140,695
+3,505
| +3% | +$505K | 0.53% | 47 |
|
|
2019
Q4 | $22.3M | Buy |
137,190
+85,601
| +166% | +$13.9M | 0.43% | 58 |
|
|
2019
Q3 | $7.66M | Buy |
+51,589
| New | +$7.66M | 0.16% | 94 |
|