Janiczek Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $160K | Buy |
1,136
+186
| +20% | +$26.3K | 0.03% | 219 |
|
|
2024
Q1 | $151K | Sell |
950
-10
| -1% | -$1.59K | 0.03% | 224 |
|
|
2023
Q4 | $96.9K | Buy |
960
+36
| +4% | +$3.63K | 0.02% | 271 |
|
|
2023
Q3 | $71.8K | Sell |
924
-32
| -3% | -$2.49K | 0.02% | 310 |
|
|
2023
Q2 | $59.8K | Sell |
956
-172
| -15% | -$10.8K | 0.02% | 296 |
|
|
2023
Q1 | $66.8K | Sell |
1,128
-34
| -3% | -$2.01K | 0.02% | 268 |
|
|
2022
Q4 | $74.7K | Sell |
1,162
-170
| -13% | -$10.9K | 0.02% | 258 |
|
|
2022
Q3 | $80K | Buy |
1,332
+192
| +17% | +$11.5K | 0.03% | 232 |
|
|
2022
Q2 | $82K | Buy |
1,140
+366
| +47% | +$26.3K | 0.02% | 228 |
|
|
2022
Q1 | $56K | Sell |
774
-48
| -6% | -$3.47K | 0.02% | 287 |
|
|
2021
Q4 | $70K | Buy |
822
+24
| +3% | +$2.04K | 0.02% | 249 |
|
|
2021
Q3 | $71K | Buy |
798
+82
| +11% | +$7.3K | 0.03% | 227 |
|
|
2021
Q2 | $57K | Sell |
716
-2
| -0.3% | -$159 | 0.02% | 231 |
|
|
2021
Q1 | $64K | Buy |
718
+24
| +3% | +$2.14K | 0.03% | 194 |
|
|
2020
Q4 | $35K | Buy |
694
+594
| +594% | +$30K | 0.02% | 258 |
|
|
2020
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 353 |
|