DB Wealth Management Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $55.5K | Hold |
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|
2023
Q3 | $42.7K | Hold |
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|
2023
Q2 | $34.4K | Hold |
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|
2023
Q1 | $33.5K | Hold |
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|
2022
Q4 | $31.6K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $28K | Buy |
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