DB Wealth Management Group’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $55.5K | Hold |
550
| – | – | 0.03% | 160 |
|
|
2023
Q3 | $42.7K | Hold |
550
| – | – | 0.03% | 170 |
|
|
2023
Q2 | $34.4K | Hold |
550
| – | – | 0.02% | 177 |
|
|
2023
Q1 | $33.5K | Hold |
550
| – | – | 0.02% | 178 |
|
|
2022
Q4 | $31.6K | Hold |
550
| – | – | 0.02% | 182 |
|
|
2022
Q3 | $32K | Hold |
550
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $31K | Hold |
550
| – | – | 0.02% | 194 |
|
|
2022
Q1 | $40K | Hold |
550
| – | – | 0.02% | 183 |
|
|
2021
Q4 | $47K | Hold |
550
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $49K | Hold |
550
| – | – | 0.03% | 160 |
|
|
2021
Q2 | $44K | Hold |
550
| – | – | 0.03% | 166 |
|
|
2021
Q1 | $49K | Hold |
550
| – | – | 0.03% | 161 |
|
|
2020
Q4 | $28K | Buy |
+550
| New | +$28K | 0.02% | 202 |
|