Williams Jones Wealth Management’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
18,900
| – | – | ﹤0.01% | 409 |
|
|
2025
Q1 | $333K | Hold |
18,900
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $459K | Hold |
18,900
| – | – | 0.01% | 357 |
|
|
2024
Q3 | $702K | Hold |
18,900
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $900K | Hold |
18,900
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $723K | Hold |
18,900
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $590K | Hold |
18,900
| – | – | 0.01% | 315 |
|
|
2023
Q3 | $759K | Hold |
18,900
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $994K | Hold |
18,900
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $1.21M | Sell |
18,900
-11
| -0.1% | -$703 | 0.02% | 249 |
|
|
2022
Q4 | $918K | Buy |
18,911
+11
| +0.1% | +$534 | 0.02% | 280 |
|
|
2022
Q3 | $1.33M | Sell |
18,900
-30
| -0.2% | -$2.12K | 0.02% | 239 |
|
|
2022
Q2 | $1.34M | Hold |
18,930
| – | – | 0.02% | 247 |
|
|
2022
Q1 | $1.51M | Sell |
18,930
-12
| -0.1% | -$959 | 0.02% | 221 |
|
|
2021
Q4 | $1.73M | Buy |
+18,942
| New | +$1.73M | 0.02% | 212 |
|
|
2021
Q2 | – | Sell |
-20,050
| Closed | -$2.11M | – | 515 |
|
|
2021
Q1 | $2.11M | Hold |
20,050
| – | – | 0.03% | 189 |
|
|
2020
Q4 | $1.59M | Hold |
20,050
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $1.13M | Sell |
20,050
-110
| -0.5% | -$6.22K | 0.02% | 197 |
|
|
2020
Q2 | $1.24M | Sell |
20,160
-5,100
| -20% | -$314K | 0.03% | 185 |
|
|
2020
Q1 | $815K | Hold |
25,260
| – | – | 0.02% | 184 |
|
|
2019
Q4 | $888K | Hold |
25,260
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $651K | Buy |
+25,260
| New | +$651K | 0.01% | 238 |
|