Bell Rock Capital’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
Q1 | – | Sell |
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|
2021
Q4 | $236K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $70K | Hold |
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|
2018
Q4 | $63K | Sell |
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|
2018
Q3 | $304K | Sell |
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|
2018
Q2 | $1.54M | Buy |
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|
2018
Q1 | $270K | Buy |
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|
2017
Q4 | $27K | Buy |
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|
2017
Q3 | $26K | Buy |
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|
2017
Q2 | $25K | Buy |
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|
2017
Q1 | $28K | Buy |
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|
2016
Q4 | $20K | Buy |
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