Choate Investment Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,366
| Closed | -$693K | – | 411 |
|
|
2024
Q1 | $693K | Hold |
4,366
| – | – | 0.02% | 238 |
|
|
2023
Q4 | $440K | Hold |
4,366
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $339K | Buy |
+4,366
| New | +$339K | 0.01% | 279 |
|
|
2022
Q2 | – | Sell |
-13,250
| Closed | -$961K | – | 383 |
|
|
2022
Q1 | $961K | Buy |
13,250
+5,070
| +62% | +$368K | 0.05% | 145 |
|
|
2021
Q4 | $692K | Buy |
+8,180
| New | +$692K | 0.04% | 154 |
|