Crewe 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
Q3 | – | Sell |
-206
| Closed | -$29.1K | – | 1003 |
|
|
2024
Q2 | $29.1K | Buy |
+206
| New | +$29.1K | ﹤0.01% | 479 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$467 | – | 707 |
|
|
2023
Q3 | $467 | Buy |
6
+2
| +50% | +$156 | ﹤0.01% | 390 |
|
|
2023
Q2 | $251 | Buy |
+4
| New | +$251 | ﹤0.01% | 686 |
|
|
2022
Q4 | – | Sell |
-294
| Closed | -$17K | – | 1306 |
|
|
2022
Q3 | $17K | Buy |
294
+250
| +568% | +$14.5K | ﹤0.01% | 516 |
|
|
2022
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1023 |
|