Williams Jones Wealth Management’s Treehouse Foods THS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-8,000
| Closed | -$217K | – | 525 |
|
2025
Q1 | $217K | Hold |
8,000
| – | – | ﹤0.01% | 455 |
|
2024
Q4 | $281K | Hold |
8,000
| – | – | ﹤0.01% | 420 |
|
2024
Q3 | $336K | Hold |
8,000
| – | – | ﹤0.01% | 415 |
|
2024
Q2 | $293K | Hold |
8,000
| – | – | ﹤0.01% | 419 |
|
2024
Q1 | $312K | Hold |
8,000
| – | – | ﹤0.01% | 424 |
|
2023
Q4 | $332K | Hold |
8,000
| – | – | ﹤0.01% | 408 |
|
2023
Q3 | $349K | Hold |
8,000
| – | – | 0.01% | 396 |
|
2023
Q2 | $403K | Hold |
8,000
| – | – | 0.01% | 378 |
|
2023
Q1 | $403K | Hold |
8,000
| – | – | 0.01% | 401 |
|
2022
Q4 | $395K | Hold |
8,000
| – | – | 0.01% | 401 |
|
2022
Q3 | $339K | Sell |
8,000
-3,000
| -27% | -$127K | 0.01% | 422 |
|
2022
Q2 | $460K | Buy |
+11,000
| New | +$460K | 0.01% | 374 |
|