Benjamin F. Edwards & Company’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $63K | Buy |
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|
2023
Q2 | $47K | Sell |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $150K | Buy |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $10K | Sell |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $29K | Sell |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $283K | Hold |
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|
2019
Q3 | $262K | Hold |
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|
2019
Q2 | $250K | Hold |
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|
2019
Q1 | $217K | Sell |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | $249K | Sell |
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|
2018
Q1 | $227K | Buy |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q3 | $215K | Buy |
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|
2017
Q2 | $182K | Buy |
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|
2017
Q1 | $188K | Hold |
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|
2016
Q4 | $169K | Hold |
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|
2016
Q3 | $179K | Hold |
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|
2016
Q2 | $182K | Hold |
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|
2016
Q1 | $192K | Sell |
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|
2015
Q4 | $205K | Sell |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $326K | Buy |
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|
2015
Q1 | $279K | Hold |
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|
2014
Q4 | $265K | Hold |
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|
2014
Q3 | $233K | Hold |
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|
2014
Q2 | $251K | Hold |
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|
2014
Q1 | $233K | Hold |
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|
2013
Q4 | $204K | Hold |
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|
2013
Q3 | $197K | Hold |
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|
2013
Q2 | $196K | Buy |
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