Intersect Capital’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $430K | Buy |
7,744
+2,644
| +52% | +$147K | 0.13% | 172 |
|
|
2022
Q1 | $370K | Sell |
5,100
-1,070
| -17% | -$77.6K | 0.07% | 265 |
|
|
2021
Q4 | $522K | Sell |
6,170
-572
| -8% | -$48.4K | 0.1% | 192 |
|
|
2021
Q3 | $598K | Buy |
6,742
+1,652
| +32% | +$147K | 0.1% | 163 |
|
|
2021
Q2 | $406K | Buy |
+5,090
| New | +$406K | 0.07% | 213 |
|