WJWM
Williams Jones Wealth Management’s Fifth Third Bancorp FITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
28,022
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $1.1M | Hold |
28,022
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $1.18M | Sell |
28,022
-2
| -0% | -$85 | 0.01% | 238 |
|
|
2024
Q3 | $1.2M | Buy |
28,024
+2
| +0% | +$86 | 0.01% | 240 |
|
|
2024
Q2 | $1.02M | Hold |
28,022
| – | – | 0.01% | 252 |
|
|
2024
Q1 | $1.04M | Hold |
28,022
| – | – | 0.01% | 258 |
|
|
2023
Q4 | $966K | Hold |
28,022
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $710K | Sell |
28,022
-297
| -1% | -$7.52K | 0.01% | 290 |
|
|
2023
Q2 | $742K | Buy |
28,319
+297
| +1% | +$7.78K | 0.01% | 291 |
|
|
2023
Q1 | $747K | Sell |
28,022
-35
| -0.1% | -$932 | 0.01% | 312 |
|
|
2022
Q4 | $921K | Buy |
28,057
+35
| +0.1% | +$1.15K | 0.02% | 278 |
|
|
2022
Q3 | $896K | Sell |
28,022
-76
| -0.3% | -$2.43K | 0.02% | 286 |
|
|
2022
Q2 | $944K | Sell |
28,098
-118
| -0.4% | -$3.96K | 0.02% | 284 |
|
|
2022
Q1 | $1.21M | Buy |
28,216
+194
| +0.7% | +$8.35K | 0.02% | 245 |
|
|
2021
Q4 | $1.22M | Hold |
28,022
| – | – | 0.02% | 244 |
|
|
2021
Q3 | $1.19M | Hold |
28,022
| – | – | 0.02% | 235 |
|
|
2021
Q2 | $1.07M | Hold |
28,022
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $1.05M | Hold |
28,022
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $773K | Sell |
28,022
-2,500
| -8% | -$69K | 0.01% | 243 |
|
|
2020
Q3 | $642K | Hold |
30,522
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $588K | Sell |
30,522
-900
| -3% | -$17.3K | 0.01% | 242 |
|
|
2020
Q1 | $467K | Sell |
31,422
-100
| -0.3% | -$1.49K | 0.01% | 234 |
|
|
2019
Q4 | $969K | Hold |
31,522
| – | – | 0.02% | 208 |
|
|
2019
Q3 | $863K | Buy |
+31,522
| New | +$863K | 0.02% | 213 |
|