BDO Wealth Advisors’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
$376 Hold
2023
Q1
$365 Hold
2022
Q4
$345 Hold
2022
Q3
$0 Hold
2022
Q2
$0 Hold
2022
Q1
$0 Hold
2021
Q4
$1K Buy
2020
Q2
Sell
2020
Q1
$15K Buy