Comerica Securities’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-626
| Closed | -$36K | – | 1419 |
|
|
2022
Q4 | $36K | Buy |
+626
| New | +$36K | ﹤0.01% | 799 |
|
|
2021
Q2 | – | Sell |
-5,590
| Closed | -$501K | – | 531 |
|
|
2021
Q1 | $501K | Sell |
5,590
-10
| -0.2% | -$896 | 0.04% | 318 |
|
|
2020
Q4 | $285K | Hold |
5,600
| – | – | 0.02% | 395 |
|
|
2020
Q3 | $253K | Buy |
5,600
+32
| +0.6% | +$1.45K | 0.02% | 383 |
|
|
2020
Q2 | $228K | Buy |
+5,568
| New | +$228K | 0.02% | 387 |
|