Glassman Wealth 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
Q1 | – | Sell |
-112
| Closed | -$11.3K | – | 1848 |
|
|
2023
Q4 | $11.3K | Hold |
112
| – | – | ﹤0.01% | 848 |
|
|
2023
Q3 | $8.7K | Hold |
112
| – | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $7.01K | Buy |
112
+14
| +14% | +$876 | ﹤0.01% | 900 |
|
|
2023
Q1 | $5.96K | Hold |
98
| – | – | ﹤0.01% | 955 |
|
|
2022
Q4 | $5.63K | Buy |
98
+12
| +14% | +$690 | ﹤0.01% | 991 |
|
|
2022
Q3 | $5K | Sell |
86
-20
| -19% | -$1.16K | ﹤0.01% | 1016 |
|
|
2022
Q2 | $6K | Buy |
106
+58
| +121% | +$3.28K | ﹤0.01% | 976 |
|
|
2022
Q1 | $3K | Sell |
48
-58
| -55% | -$3.63K | ﹤0.01% | 1175 |
|
|
2021
Q4 | $9K | Buy |
106
+36
| +51% | +$3.06K | ﹤0.01% | 842 |
|
|
2021
Q3 | $6K | Sell |
70
-42
| -38% | -$3.6K | ﹤0.01% | 936 |
|
|
2021
Q2 | $9K | Buy |
112
+76
| +211% | +$6.11K | ﹤0.01% | 789 |
|
|
2021
Q1 | $3K | Buy |
36
+16
| +80% | +$1.33K | ﹤0.01% | 1033 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1301 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1263 |
|
|
2020
Q2 | $1K | Sell |
20
-6
| -23% | -$300 | ﹤0.01% | 1137 |
|
|
2020
Q1 | $1K | Buy |
26
+14
| +117% | +$538 | ﹤0.01% | 1020 |
|
|
2019
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1517 |
|