Alpine Woods Capital Investors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.67M | Sell |
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|
2022
Q4 | $4M | Sell |
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|
2022
Q3 | $5M | Sell |
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|
2022
Q2 | $4.72M | Sell |
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|
2022
Q1 | $6.18M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $599K | Sell |
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|
2018
Q2 | $1.28M | Sell |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.44M | Buy |
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|
2017
Q2 | $708K | Hold |
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|
2017
Q1 | $783K | Sell |
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|
2016
Q4 | $910K | Sell |
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|
2016
Q3 | $2.42M | Sell |
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|
2016
Q2 | $2.83M | Buy |
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|
2016
Q1 | $1.76M | Buy |
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|
2015
Q4 | $1.43M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $359 | Sell |
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|
2014
Q1 | $600K | Sell |
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|
2013
Q4 | $2.8M | Buy |
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|
2013
Q3 | $2.62M | Buy |
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|
2013
Q2 | $2.58M | Buy |
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