Williams Jones Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Hold |
4,279
| – | – | ﹤0.01% | 381 |
|
|
2025
Q1 | $393K | Sell |
4,279
-500
| -10% | -$46K | 0.01% | 369 |
|
|
2024
Q4 | $405K | Hold |
4,779
| – | – | ﹤0.01% | 378 |
|
|
2024
Q3 | $378K | Hold |
4,779
| – | – | ﹤0.01% | 396 |
|
|
2024
Q2 | $357K | Hold |
4,779
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $374K | Sell |
4,779
-974
| -17% | -$76.3K | ﹤0.01% | 396 |
|
|
2023
Q4 | $400K | Hold |
5,753
| – | – | 0.01% | 378 |
|
|
2023
Q3 | $364K | Hold |
5,753
| – | – | 0.01% | 391 |
|
|
2023
Q2 | $342K | Sell |
5,753
-500
| -8% | -$29.7K | 0.01% | 409 |
|
|
2023
Q1 | $363K | Hold |
6,253
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $365K | Sell |
6,253
-8,333
| -57% | -$486K | 0.01% | 413 |
|
|
2022
Q3 | $727K | Buy |
+14,586
| New | +$727K | 0.01% | 310 |
|