Horizon Investment Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $228K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $775K | Sell |
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|
2021
Q3 | $830K | Sell |
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|
2021
Q2 | $3.6M | Sell |
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|
2021
Q1 | $4.25M | Sell |
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|
2020
Q4 | $2.56M | Sell |
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|
2020
Q3 | $2.28M | Buy |
|