Advisory Research’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,938
| Closed | -$498K | – | 330 |
|
|
2023
Q4 | $498K | Buy |
+4,938
| New | +$498K | 0.08% | 238 |
|
|
2020
Q1 | – | Sell |
-10,482
| Closed | -$385K | – | 351 |
|
|
2019
Q4 | $385K | Buy |
10,482
+3,288
| +46% | +$121K | 0.02% | 261 |
|
|
2019
Q3 | $245K | Buy |
+7,194
| New | +$245K | 0.01% | 303 |
|