Barrett Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-70
| Closed | -$3K | – | 385 |
|
|
2014
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 354 |
|
|
2014
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 359 |
|
|
2014
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 346 |
|
|
2014
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 338 |
|
|
2013
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 318 |
|
|
2013
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 336 |
|
|
2013
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 336 |
|