Financial Counselors Inc’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,294
Closed -$200K 607
2024
Q3
$200K Buy
+1,294
New +$200K ﹤0.01% 574
2018
Q3
Sell
-8,850
Closed -$272K 520
2018
Q2
$272K Buy
+8,850
New +$272K 0.01% 418