Cadence Bank NA’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,832
| Closed | -$268K | – | 203 |
|
|
2022
Q2 | $268K | Hold |
4,832
| – | – | 0.09% | 172 |
|
|
2022
Q1 | $350K | Hold |
4,832
| – | – | 0.1% | 155 |
|
|
2021
Q4 | $408K | Sell |
4,832
-324
| -6% | -$27.4K | 0.11% | 146 |
|
|
2021
Q3 | $457K | Sell |
5,156
-240
| -4% | -$21.3K | 0.14% | 136 |
|
|
2021
Q2 | $431K | Hold |
5,396
| – | – | 0.13% | 141 |
|
|
2021
Q1 | $483K | Buy |
5,396
+540
| +11% | +$48.3K | 0.15% | 132 |
|
|
2020
Q4 | $248K | Sell |
4,856
-368
| -7% | -$18.8K | 0.09% | 169 |
|
|
2020
Q3 | $236K | Sell |
5,224
-140
| -3% | -$6.33K | 0.09% | 160 |
|
|
2020
Q2 | $220K | Buy |
+5,364
| New | +$220K | 0.09% | 161 |
|