BMT Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.4M | Hold |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $2.19M | Buy |
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|
2019
Q2 | $2.07M | Buy |
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|
2019
Q1 | $1.53M | Hold |
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|
2018
Q4 | $1.37M | Hold |
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|
2018
Q3 | $1.79M | Sell |
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|
2018
Q2 | $1.93M | Hold |
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|
2018
Q1 | $1.66M | Buy |
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|
2017
Q4 | $1.39M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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