Berman Capital 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
2021
Q3
$56K Buy
2021
Q2
$21K Buy
2021
Q1
$4K Buy
2020
Q4
$2K Buy
2020
Q3
$1K Hold
2020
Q2
$1K Buy