JP Morgan Private Wealth Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.9M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.49M | Buy |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $3.98M | Sell |
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|
2021
Q3 | $4.48M | Sell |
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|
2021
Q2 | $14.9M | Buy |
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|
2021
Q1 | $9.91M | Sell |
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|
2020
Q4 | $5.65M | Sell |
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|
2020
Q3 | $5.07M | Buy |
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|
2020
Q2 | $754K | Buy |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $380K | Buy |
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|
2019
Q3 | $339K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $277K | Sell |
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|
2018
Q3 | $362K | Sell |
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|
2018
Q2 | $605K | Buy |
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|
2018
Q1 | $262K | Buy |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $236K | Buy |
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|
2017
Q2 | $206K | Sell |
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|
2017
Q1 | $370K | Buy |
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|
2016
Q4 | $288K | Sell |
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|
2016
Q3 | $340K | Sell |
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|
2016
Q2 | $623K | Sell |
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|
2016
Q1 | $689K | Sell |
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|
2015
Q4 | $899K | Buy |
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|
2015
Q3 | $1.14M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.12M | Sell |
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|
2014
Q4 | $1.13M | Sell |
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|
2014
Q3 | $1.23M | Buy |
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|
2014
Q2 | $990K | Buy |
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|
2014
Q1 | $894K | Buy |
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|
2013
Q4 | $723K | Sell |
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|
2013
Q3 | $834K | Sell |
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|
2013
Q2 | $836K | Buy |
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