First Personal Financial Services’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 | $18.3K | Buy |
+118
| New | +$18.3K | ﹤0.01% | 264 |
|
|
2019
Q3 | – | Sell |
-810
| Closed | -$26K | – | 765 |
|
|
2019
Q2 | $26K | Hold |
810
| – | – | 0.01% | 375 |
|
|
2019
Q1 | $23K | Hold |
810
| – | – | 0.01% | 383 |
|
|
2018
Q4 | $20K | Hold |
810
| – | – | 0.01% | 374 |
|
|
2018
Q3 | $27K | Hold |
810
| – | – | 0.01% | 371 |
|
|
2018
Q2 | $25K | Hold |
810
| – | – | 0.01% | 369 |
|
|
2018
Q1 | $21K | Buy |
+810
| New | +$21K | ﹤0.01% | 624 |
|
|
2016
Q4 | – | Sell |
-554
| Closed | -$14K | – | 948 |
|
|
2016
Q3 | $14K | Buy |
554
+30
| +6% | +$758 | ﹤0.01% | 505 |
|
|
2016
Q2 | $14K | Buy |
+524
| New | +$14K | ﹤0.01% | 488 |
|