FourThought Financial’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $69K | Buy |
1,164
+294
| +34% | +$17.4K | 0.01% | 517 |
|
2022
Q2 | $48K | Buy |
870
+88
| +11% | +$4.86K | 0.01% | 624 |
|
2022
Q1 | $55K | Hold |
782
| – | – | 0.01% | 635 |
|
2021
Q4 | $66K | Sell |
782
-36
| -4% | -$3.04K | 0.01% | 590 |
|
2021
Q3 | $72K | Sell |
818
-60
| -7% | -$5.28K | 0.01% | 586 |
|
2021
Q2 | $70K | Sell |
878
-38
| -4% | -$3.03K | 0.01% | 603 |
|
2021
Q1 | $82K | Buy |
916
+4
| +0.4% | +$358 | 0.01% | 547 |
|
2020
Q4 | $46K | Buy |
+912
| New | +$46K | 0.01% | 685 |
|