Buckingham Capital Management (New York)’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Hold |
0
| – | – | – | 100 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 90 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 93 |
|
|
2015
Q1 | – | Sell |
-412,440
| Closed | -$15.6M | – | 105 |
|
|
2014
Q4 | $15.6M | Sell |
412,440
-96,420
| -19% | -$3.65M | 1.38% | 23 |
|
|
2014
Q3 | $16.9M | Buy |
+508,860
| New | +$16.9M | 1.5% | 23 |
|
|
2014
Q1 | – | Sell |
-235,560
| Closed | -$6.86M | – | 94 |
|
|
2013
Q4 | $6.86M | Buy |
+235,560
| New | +$6.86M | 0.69% | 56 |
|