Balasa Dinverno & Foltz’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $438K | Buy |
|
|||||
|
2022
Q2 | $231K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $251K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $209K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $216K | Sell |
|
|||||
|
2018
Q3 | $402K | Buy |
|
|||||
|
2018
Q2 | $336K | Sell |
|
|||||
|
2018
Q1 | $303K | Sell |
|
|||||
|
2017
Q4 | $368K | Sell |
|
|||||
|
2017
Q3 | $368K | Buy |
|