Connectus Wealth’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,018
| Closed | -$1.82M | – | 530 |
|
|
2023
Q4 | $1.82M | Buy |
+18,018
| New | +$1.82M | 0.04% | 279 |
|
|
2022
Q2 | – | Sell |
-23,548
| Closed | -$2M | – | 481 |
|
|
2022
Q1 | $2M | Sell |
23,548
-6,990
| -23% | -$593K | 0.06% | 169 |
|
|
2021
Q4 | $2.59M | Buy |
+30,538
| New | +$2.59M | 0.1% | 119 |
|