Inspire Investing’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,162
| Closed | -$729K | – | 911 |
|
|
2024
Q2 | $729K | Sell |
5,162
-454
| -8% | -$64.1K | 0.08% | 277 |
|
|
2024
Q1 | $892K | Buy |
+5,616
| New | +$892K | 0.09% | 238 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | – | – | 748 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 815 |
|
|
2018
Q1 | – | Sell |
-2,224
| Closed | -$57K | – | 716 |
|
|
2017
Q4 | $57K | Buy |
+2,224
| New | +$57K | 0.05% | 497 |
|