Arden Trust’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $238K | Sell |
1,686
-36
| -2% | -$5.08K | 0.03% | 212 |
|
|
2024
Q1 | $273K | Buy |
+1,722
| New | +$273K | 0.04% | 209 |
|
|
2020
Q2 | – | Sell |
-1,490
| Closed | -$32K | – | 753 |
|
|
2020
Q1 | $32K | Buy |
+1,490
| New | +$32K | 0.01% | 508 |
|
|
2016
Q3 | – | Sell |
-8,070
| Closed | -$210 | – | 507 |
|
|
2016
Q2 | $210 | Buy |
+8,070
| New | +$210 | 0.02% | 584 |
|