Advisor Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $583K | Sell |
15,856
-686
| -4% | -$25.2K | ﹤0.01% | 1560 |
|
|
2019
Q3 | $562K | Sell |
16,542
-3,026
| -15% | -$103K | ﹤0.01% | 1527 |
|
|
2019
Q2 | $638K | Sell |
19,568
-1,368
| -7% | -$44.6K | ﹤0.01% | 1447 |
|
|
2019
Q1 | $590K | Buy |
20,936
+1,998
| +11% | +$56.3K | ﹤0.01% | 1471 |
|
|
2018
Q4 | $478K | Sell |
18,938
-4,088
| -18% | -$103K | ﹤0.01% | 1433 |
|
|
2018
Q3 | $758K | Buy |
23,026
+9,560
| +71% | +$315K | 0.01% | 1174 |
|
|
2018
Q2 | $413K | Buy |
13,466
+2,468
| +22% | +$75.7K | 0.01% | 1456 |
|
|
2018
Q1 | $290K | Sell |
10,998
-1,226
| -10% | -$32.3K | ﹤0.01% | 1707 |
|
|
2017
Q4 | $315K | Buy |
12,224
+2,188
| +22% | +$56.4K | ﹤0.01% | 1657 |
|
|
2017
Q3 | $249K | Sell |
10,036
-848
| -8% | -$21K | ﹤0.01% | 1678 |
|
|
2017
Q2 | $264K | Sell |
10,884
-1,952
| -15% | -$47.3K | ﹤0.01% | 1582 |
|
|
2017
Q1 | $345K | Sell |
12,836
-492
| -4% | -$13.2K | 0.01% | 1297 |
|
|
2016
Q4 | $323K | Buy |
13,328
+2,610
| +24% | +$63.3K | 0.01% | 1265 |
|
|
2016
Q3 | $273K | Buy |
10,718
+1,664
| +18% | +$42.4K | 0.01% | 1323 |
|
|
2016
Q2 | $234K | Buy |
+9,054
| New | +$234K | 0.01% | 1353 |
|