Advisor Partners II’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $424K | Buy |
5,454
+594
| +12% | +$46.2K | 0.02% | 796 |
|
|
2023
Q2 | $304K | Buy |
4,860
+536
| +12% | +$33.5K | 0.01% | 787 |
|
|
2023
Q1 | $263K | Buy |
4,324
+248
| +6% | +$15.1K | 0.01% | 799 |
|
|
2022
Q4 | $234K | Buy |
4,076
+130
| +3% | +$7.47K | 0.01% | 783 |
|
|
2022
Q3 | $233K | Buy |
+3,946
| New | +$233K | 0.02% | 704 |
|