Investors Research Corp’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,300
| Closed | -$475K | – | 1020 |
|
|
2021
Q1 | $475K | Sell |
5,300
-1,000
| -16% | -$89.6K | 0.18% | 182 |
|
|
2020
Q4 | $321K | Hold |
6,300
| – | – | 0.13% | 234 |
|
|
2020
Q3 | $285K | Sell |
6,300
-4,232
| -40% | -$191K | 0.14% | 224 |
|
|
2020
Q2 | $432K | Sell |
10,532
-4,900
| -32% | -$201K | 0.22% | 157 |
|
|
2020
Q1 | $328K | Hold |
15,432
| – | – | 0.2% | 184 |
|
|
2019
Q4 | $567K | Hold |
15,432
| – | – | 0.26% | 128 |
|
|
2019
Q3 | $525K | Sell |
15,432
-500
| -3% | -$17K | 0.27% | 128 |
|
|
2019
Q2 | $518K | Hold |
15,932
| – | – | 0.27% | 129 |
|
|
2019
Q1 | $448K | Hold |
15,932
| – | – | 0.24% | 140 |
|
|
2018
Q4 | $402K | Hold |
15,932
| – | – | 0.28% | 144 |
|
|
2018
Q3 | $524K | Hold |
15,932
| – | – | 0.3% | 138 |
|
|
2018
Q2 | $489K | Sell |
15,932
-318
| -2% | -$9.76K | 0.28% | 144 |
|
|
2018
Q1 | $429K | Hold |
16,250
| – | – | 0.26% | 154 |
|
|
2017
Q4 | $420K | Buy |
+16,250
| New | +$420K | 0.26% | 149 |
|