Capstone Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $379K | Sell |
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|
2017
Q1 | $422K | Buy |
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|
2016
Q4 | $370K | Buy |
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|
2016
Q3 | $382K | Sell |
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|
2016
Q2 | $405K | Buy |
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|
2016
Q1 | $400K | Buy |
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|
2015
Q4 | $422K | Sell |
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|
2015
Q3 | $636K | Buy |
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|
2015
Q2 | $624K | Sell |
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|
2015
Q1 | $621K | Buy |
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|
2014
Q4 | $545K | Buy |
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|
2014
Q3 | $420K | Buy |
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|
2014
Q2 | $444K | Sell |
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|
2014
Q1 | $511K | Sell |
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|
2013
Q4 | $527K | Sell |
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|
2013
Q3 | $937K | Buy |
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|
2013
Q2 | $919K | Buy |
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