Householder Group Estate & Retirement Specialist’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 |
-166
| Closed | -$25K | – | 1241 |
|
|
2024
Q3 | $25K | Hold |
166
| – | – | 0.01% | 640 |
|
|
2024
Q2 | $23K | Hold |
166
| – | – | 0.01% | 659 |
|
|
2024
Q1 | $26.4K | Hold |
166
| – | – | 0.01% | 608 |
|
|
2023
Q4 | $16K | Hold |
166
| – | – | 0.01% | 684 |
|
|
2023
Q3 | $12.9K | Buy |
+166
| New | +$12.9K | ﹤0.01% | 729 |
|
|
2023
Q1 | $10K | Buy |
+166
| New | +$10K | ﹤0.01% | 818 |
|