Independent Portfolio Consultants’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $69K | Sell |
|
|||||
|
2016
Q4 | $87K | Sell |
|
|||||
|
2016
Q3 | $105K | Sell |
|
|||||
|
2016
Q2 | $441K | Sell |
|
|||||
|
2016
Q1 | $953K | Sell |
|
|||||
|
2015
Q4 | $1.09M | Sell |
|
|||||
|
2015
Q3 | $2.21M | Sell |
|
|||||
|
2015
Q2 | $2.44M | Buy |
|
|||||
|
2015
Q1 | $2.28M | Buy |
|
|||||
|
2014
Q4 | $343K | Sell |
|
|||||
|
2014
Q3 | $656K | Buy |
|
|||||
|
2014
Q2 | $645K | Sell |
|
|||||
|
2014
Q1 | $610K | Buy |
|
|||||
|
2013
Q4 | $320K | Sell |
|
|||||
|
2013
Q3 | $421K | Buy |
|
|||||
|
2013
Q2 | $383K | Buy |
|