Horizon Investment 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
Q4 | – | Sell |
-1,434
| Closed | -$222K | – | 139 |
|
|
2024
Q3 | $222K | Hold |
1,434
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $202K | Hold |
1,434
| – | – | 0.1% | 109 |
|
|
2024
Q1 | $228K | Buy |
+1,434
| New | +$228K | 0.11% | 105 |
|
|
2022
Q1 | – | Sell |
-9,170
| Closed | -$775K | – | 140 |
|
|
2021
Q4 | $775K | Sell |
9,170
-190
| -2% | -$16.1K | 0.35% | 69 |
|
|
2021
Q3 | $830K | Sell |
9,360
-35,704
| -79% | -$3.17M | 0.41% | 62 |
|
|
2021
Q2 | $3.6M | Sell |
45,064
-2,310
| -5% | -$184K | 1.77% | 17 |
|
|
2021
Q1 | $4.25M | Sell |
47,374
-2,988
| -6% | -$268K | 2.28% | 11 |
|
|
2020
Q4 | $2.56M | Sell |
50,362
-4
| -0% | -$204 | 1.56% | 18 |
|
|
2020
Q3 | $2.28M | Buy |
+50,366
| New | +$2.28M | 1.51% | 22 |
|