Alaethes Wealth’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 | – | Sell |
-16,878
| Closed | -$1.06M | – | 118 |
|
|
2023
Q2 | $1.06M | Buy |
16,878
+636
| +4% | +$39.8K | 0.58% | 71 |
|
|
2023
Q1 | $988K | Buy |
16,242
+1,112
| +7% | +$67.6K | 0.58% | 74 |
|
|
2022
Q4 | $869K | Buy |
15,130
+1,000
| +7% | +$57.5K | 0.6% | 73 |
|
|
2022
Q3 | $833K | Buy |
14,130
+656
| +5% | +$38.7K | 0.61% | 75 |
|
|
2022
Q2 | $747K | Buy |
13,474
+1,512
| +13% | +$83.8K | 0.55% | 78 |
|
|
2022
Q1 | $867K | Buy |
11,962
+1,876
| +19% | +$136K | 0.55% | 74 |
|
|
2021
Q4 | $853K | Buy |
10,086
+2,250
| +29% | +$190K | 0.54% | 74 |
|
|
2021
Q3 | $695K | Buy |
+7,836
| New | +$695K | 0.51% | 73 |
|