Jaffetilchin Investment Partners’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 |
-160
| Closed | -$24.8K | – | 1311 |
|
|
2024
Q3 | $24.8K | Buy |
+160
| New | +$24.8K | ﹤0.01% | 711 |
|
|
2019
Q4 | – | Sell |
-12,416
| Closed | -$422K | – | 254 |
|
|
2019
Q3 | $422K | Sell |
12,416
-606
| -5% | -$20.6K | 0.1% | 133 |
|
|
2019
Q2 | $423K | Buy |
+13,022
| New | +$423K | 0.1% | 148 |
|
|
2018
Q4 | – | Sell |
-15,908
| Closed | -$523K | – | 362 |
|
|
2018
Q3 | $523K | Buy |
15,908
+412
| +3% | +$13.5K | 0.11% | 152 |
|
|
2018
Q2 | $476K | Buy |
15,496
+184
| +1% | +$5.65K | 0.11% | 171 |
|
|
2018
Q1 | $404K | Buy |
+15,312
| New | +$404K | 0.09% | 208 |
|
|
2015
Q2 | – | Sell |
-24,222
| Closed | -$965K | – | 249 |
|
|
2015
Q1 | $965K | Buy |
+24,222
| New | +$965K | 0.29% | 53 |
|
|
2014
Q4 | – | Sell |
-9,390
| Closed | -$313K | – | 253 |
|
|
2014
Q3 | $313K | Sell |
9,390
-27,144
| -74% | -$905K | 0.11% | 160 |
|
|
2014
Q2 | $1.31M | Buy |
+36,534
| New | +$1.31M | 0.47% | 29 |
|