Brinker Capital’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
Q2
$1.27M Buy
2020
Q1
$632K Sell
2019
Q4
$1.12M Sell
2019
Q3
$1.09M Buy
2019
Q2
$1.02M Buy
2019
Q1
$866K Buy
2018
Q4
$707K Sell
2018
Q3
$1.13M Buy
2018
Q2
$1M Buy
2018
Q1
$831K Buy
2017
Q4
$717K Buy
2017
Q3
$682K Sell
2017
Q2
$1.08M Buy
2017
Q1
$781K Buy
2016
Q4
$585K Buy