Cornerstone Advisors (Washington)’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9K | Hold |
206
| – | – | ﹤0.01% | 445 |
|
|
2020
Q2 | $8K | Buy |
206
+36
| +21% | +$1.4K | ﹤0.01% | 462 |
|
|
2020
Q1 | $4K | Buy |
170
+62
| +57% | +$1.46K | ﹤0.01% | 537 |
|
|
2019
Q4 | $4K | Hold |
108
| – | – | ﹤0.01% | 529 |
|
|
2019
Q3 | $4K | Buy |
108
+18
| +20% | +$667 | ﹤0.01% | 524 |
|
|
2019
Q2 | $3K | Buy |
90
+62
| +221% | +$2.07K | ﹤0.01% | 1074 |
|
|
2019
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1270 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1120 |
|
|
2018
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1149 |
|
|
2018
Q2 | $1K | Sell |
28
-10
| -26% | -$357 | ﹤0.01% | 1126 |
|
|
2018
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1114 |
|
|
2017
Q3 | – | Sell |
-1,442
| Closed | -$35K | – | 939 |
|
|
2017
Q2 | $35K | Hold |
1,442
| – | – | 0.02% | 348 |
|
|
2017
Q1 | $39K | Hold |
1,442
| – | – | 0.02% | 324 |
|
|
2016
Q4 | $35K | Hold |
1,442
| – | – | 0.03% | 340 |
|
|
2016
Q3 | $37K | Hold |
1,442
| – | – | 0.03% | 311 |
|
|
2016
Q2 | $38K | Hold |
1,442
| – | – | 0.04% | 188 |
|
|
2016
Q1 | $39K | Hold |
1,442
| – | – | 0.04% | 186 |
|
|
2015
Q4 | $42K | Sell |
1,442
-26
| -2% | -$757 | 0.05% | 204 |
|
|
2015
Q3 | $56K | Buy |
+1,468
| New | +$56K | 0.05% | 168 |
|