Janiczek Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $160K | Buy |
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|
2024
Q1 | $151K | Sell |
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|
2023
Q4 | $96.9K | Buy |
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|
2023
Q3 | $71.8K | Sell |
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|
2023
Q2 | $59.8K | Sell |
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|
2023
Q1 | $66.8K | Sell |
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|
2022
Q4 | $74.7K | Sell |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $82K | Buy |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $71K | Buy |
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|
2021
Q2 | $57K | Sell |
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|
2021
Q1 | $64K | Buy |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q3 | $5K | Buy |
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