BMT Investment Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.4M | Hold |
65,928
| – | – | 0.88% | 61 |
|
|
2019
Q4 | $2.42M | Buy |
65,928
+1,500
| +2% | +$55.1K | 1.11% | 48 |
|
|
2019
Q3 | $2.19M | Buy |
64,428
+600
| +0.9% | +$20.4K | 1.12% | 51 |
|
|
2019
Q2 | $2.07M | Buy |
63,828
+9,400
| +17% | +$305K | 1.09% | 54 |
|
|
2019
Q1 | $1.53M | Hold |
54,428
| – | – | 0.84% | 74 |
|
|
2018
Q4 | $1.37M | Hold |
54,428
| – | – | 0.87% | 67 |
|
|
2018
Q3 | $1.79M | Sell |
54,428
-8,600
| -14% | -$283K | 1.03% | 62 |
|
|
2018
Q2 | $1.93M | Hold |
63,028
| – | – | 1.23% | 40 |
|
|
2018
Q1 | $1.66M | Buy |
63,028
+9,162
| +17% | +$242K | 1.12% | 46 |
|
|
2017
Q4 | $1.39M | Buy |
53,866
+4,226
| +9% | +$109K | 1.01% | 73 |
|
|
2017
Q3 | $1.24M | Buy |
+49,640
| New | +$1.24M | 1.14% | 57 |
|