Financial Gravity Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$630 | – | 2547 |
|
|
2024
Q1 | $630 | Buy |
+2
| New | +$630 | ﹤0.01% | 1326 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$323 | – | 1791 |
|
|
2023
Q2 | $323 | Buy |
+250
| New | +$323 | ﹤0.01% | 1062 |
|
|
2023
Q1 | – | Sell |
-230
| Closed | -$695 | – | 1692 |
|
|
2022
Q4 | $695 | Buy |
+230
| New | +$695 | ﹤0.01% | 739 |
|
|
2022
Q2 | – | Sell |
-580
| Closed | -$4 | – | 852 |
|
|
2022
Q1 | $4 | Sell |
580
-96
| -14% | -$1 | ﹤0.01% | 830 |
|
|
2021
Q4 | $26 | Buy |
+676
| New | +$26 | ﹤0.01% | 802 |
|
|
2021
Q3 | – | Hold |
0
| – | -$160K | – | 212 |
|
|
2021
Q2 | – | Hold |
0
| – | -$60 | – | 231 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 541 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1625 |
|
|
2019
Q2 | – | Sell |
-6
| Closed | – | – | 1715 |
|
|
2019
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1580 |
|
|
2018
Q3 | $1K | Sell |
38
-164
| -81% | -$4.32K | ﹤0.01% | 1275 |
|
|
2018
Q2 | $6K | Buy |
202
+160
| +381% | +$4.75K | 0.01% | 714 |
|
|
2018
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1288 |
|