Gradient Investments’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 | – | Sell |
-14
| Closed | -$1.98K | – | 1313 |
|
|
2024
Q2 | $1.98K | Buy |
+14
| New | +$1.98K | ﹤0.01% | 990 |
|
|
2024
Q1 | – | Sell |
-38
| Closed | -$3.83K | – | 1859 |
|
|
2023
Q4 | $3.83K | Buy |
38
+12
| +46% | +$1.21K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $2.02K | Hold |
26
| – | – | ﹤0.01% | 1176 |
|
|
2023
Q2 | $1.63K | Buy |
26
+24
| +1,200% | +$1.5K | ﹤0.01% | 1205 |
|
|
2023
Q1 | $122 | Hold |
2
| – | – | ﹤0.01% | 1429 |
|
|
2022
Q4 | $115 | Hold |
2
| – | – | ﹤0.01% | 1428 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1558 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1267 |
|
|
2021
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1119 |
|
|
2021
Q1 | – | Sell |
-76
| Closed | -$3K | – | 1303 |
|
|
2020
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 919 |
|
|
2020
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 924 |
|
|
2020
Q2 | $3K | Sell |
76
-682
| -90% | -$26.9K | ﹤0.01% | 855 |
|
|
2020
Q1 | $16K | Hold |
758
| – | – | ﹤0.01% | 564 |
|
|
2019
Q4 | $28K | Buy |
+758
| New | +$28K | ﹤0.01% | 515 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$5K | – | 785 |
|
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 524 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 542 |
|
|
2015
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 473 |
|