BerganKDV Wealth Management’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 | $98.4K | Sell |
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|
2023
Q1 | $97.6K | Hold |
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|
2022
Q4 | $92.2K | Sell |
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|
2022
Q3 | $95K | Buy |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $117K | Sell |
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|
2021
Q4 | $147K | Hold |
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|
2021
Q3 | $154K | Hold |
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|
2021
Q2 | $139K | Hold |
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|
2021
Q1 | $156K | Sell |
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|
2020
Q4 | $177K | Sell |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $2.02M | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.6M | Buy |
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