Cassady Schiller Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.9K | Buy |
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|
2024
Q3 | $25.7K | Hold |
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|
2024
Q2 | $23.4K | Hold |
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|
2024
Q1 | $26.4K | Hold |
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|
2023
Q4 | $16.7K | Hold |
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|
2023
Q3 | $12.9K | Hold |
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|
2023
Q2 | $10.4K | Hold |
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|
2023
Q1 | $10.1K | Hold |
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|
2022
Q4 | $9.54K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $14K | Buy |
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