WJWM
Williams Jones Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.5M | Buy |
1,118,632
+202,324
| +22% | +$14.6M | 0.96% | 35 |
|
|
2025
Q1 | $50.1M | Sell |
916,308
-7,957
| -0.9% | -$435K | 0.64% | 45 |
|
|
2024
Q4 | $109M | Sell |
924,265
-48,748
| -5% | -$5.73M | 1.31% | 25 |
|
|
2024
Q3 | $107M | Sell |
973,013
-1,356
| -0.1% | -$149K | 1.25% | 28 |
|
|
2024
Q2 | $95.2M | Sell |
974,369
-4,973
| -0.5% | -$486K | 1.18% | 29 |
|
|
2024
Q1 | $85.6M | Sell |
979,342
-3,624
| -0.4% | -$317K | 1.09% | 31 |
|
|
2023
Q4 | $70.7M | Sell |
982,966
-4,301
| -0.4% | -$310K | 0.99% | 32 |
|
|
2023
Q3 | $77.2M | Sell |
987,267
-5,943
| -0.6% | -$464K | 1.19% | 29 |
|
|
2023
Q2 | $76.7M | Buy |
993,210
+9,060
| +0.9% | +$700K | 1.15% | 30 |
|
|
2023
Q1 | $59.9M | Sell |
984,150
-21,787
| -2% | -$1.33M | 0.94% | 31 |
|
|
2022
Q4 | $45.1M | Sell |
1,005,937
-35,865
| -3% | -$1.61M | 0.76% | 32 |
|
|
2022
Q3 | $62.2M | Sell |
1,041,802
-15,280
| -1% | -$913K | 1.08% | 30 |
|
|
2022
Q2 | $44.3M | Sell |
1,057,082
-19,296
| -2% | -$808K | 0.72% | 35 |
|
|
2022
Q1 | $74.5M | Sell |
1,076,378
-50,844
| -5% | -$3.52M | 1.04% | 32 |
|
|
2021
Q4 | $103M | Sell |
1,127,222
-13,587
| -1% | -$1.25M | 1.29% | 25 |
|
|
2021
Q3 | $80.2M | Sell |
1,140,809
-18,762
| -2% | -$1.32M | 1.12% | 30 |
|
|
2021
Q2 | $89.7M | Buy |
1,159,571
+1,039,232
| +864% | +$80.4M | 1.25% | 29 |
|
|
2021
Q1 | $78.4M | Sell |
120,339
-40,283
| -25% | -$26.3M | 1.23% | 29 |
|
|
2020
Q4 | $129M | Sell |
160,622
-58,045
| -27% | -$46.5M | 2.1% | 12 |
|
|
2020
Q3 | $113M | Sell |
218,667
-20,000
| -8% | -$10.4M | 2.1% | 13 |
|
|
2020
Q2 | $97M | Buy |
238,667
+454
| +0.2% | +$185K | 1.99% | 15 |
|
|
2020
Q1 | $46M | Sell |
238,213
-34,207
| -13% | -$6.6M | 1.2% | 29 |
|
|
2019
Q4 | $70.8M | Sell |
272,420
-925
| -0.3% | -$240K | 1.35% | 27 |
|
|
2019
Q3 | $51.3M | Buy |
+273,345
| New | +$51.3M | 1.05% | 36 |
|