Advisor Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $583K | Sell |
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|
2019
Q3 | $562K | Sell |
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|
2019
Q2 | $638K | Sell |
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|
2019
Q1 | $590K | Buy |
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|
2018
Q4 | $478K | Sell |
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|
2018
Q3 | $758K | Buy |
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|
2018
Q2 | $413K | Buy |
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|
2018
Q1 | $290K | Sell |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $249K | Sell |
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|
2017
Q2 | $264K | Sell |
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|
2017
Q1 | $345K | Sell |
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|
2016
Q4 | $323K | Buy |
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|
2016
Q3 | $273K | Buy |
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|
2016
Q2 | $234K | Buy |
|