Hanson & Doremus Investment Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,770
| Closed | -$38K | – | 456 |
|
|
2020
Q1 | $38K | Sell |
1,770
-470
| -21% | -$10.1K | 0.01% | 291 |
|
|
2019
Q4 | $82K | Hold |
2,240
| – | – | 0.02% | 244 |
|
|
2019
Q3 | $76K | Sell |
2,240
-1,072
| -32% | -$36.4K | 0.02% | 249 |
|
|
2019
Q2 | $108K | Sell |
3,312
-896
| -21% | -$29.2K | 0.03% | 225 |
|
|
2019
Q1 | $118K | Sell |
4,208
-90
| -2% | -$2.52K | 0.04% | 209 |
|
|
2018
Q4 | $108K | Buy |
4,298
+264
| +7% | +$6.63K | 0.04% | 207 |
|
|
2018
Q3 | $133K | Hold |
4,034
| – | – | 0.04% | 206 |
|
|
2018
Q2 | $124K | Buy |
4,034
+990
| +33% | +$30.4K | 0.04% | 211 |
|
|
2018
Q1 | $80K | Hold |
3,044
| – | – | 0.02% | 259 |
|
|
2017
Q4 | $79K | Buy |
3,044
+2,444
| +407% | +$63.4K | 0.03% | 255 |
|
|
2017
Q3 | $15K | Buy |
+600
| New | +$15K | 0.01% | 398 |
|