Williams Jones Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Hold |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $16.3M | Sell |
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|
2024
Q2 | $24.9M | Sell |
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|
2024
Q1 | $30.4M | Buy |
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|
2023
Q4 | $30.7M | Sell |
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|
2023
Q3 | $28.3M | Sell |
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|
2023
Q2 | $26.7M | Buy |
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|
2023
Q1 | $30.4M | Sell |
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|
2022
Q4 | $25.3M | Sell |
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|
2022
Q3 | $23.3M | Sell |
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|
2022
Q2 | $24M | Sell |
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|
2022
Q1 | $33M | Buy |
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|
2021
Q4 | $38.7M | Buy |
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|
2021
Q3 | $36M | Buy |
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|
2021
Q2 | $29.3M | Buy |
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|
2021
Q1 | $18.9M | Buy |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $568K | Buy |
|