JT Stratford LLC’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,474
| Closed | -$1.06M | – | 283 |
|
|
2023
Q4 | $1.06M | Sell |
10,474
-8,148
| -44% | -$822K | 0.24% | 105 |
|
|
2023
Q3 | $1.45M | Sell |
18,622
-4,766
| -20% | -$370K | 0.37% | 72 |
|
|
2023
Q2 | $1.46M | Sell |
23,388
-13,772
| -37% | -$862K | 0.39% | 73 |
|
|
2023
Q1 | $2.26M | Sell |
37,160
-958
| -3% | -$58.3K | 0.65% | 38 |
|
|
2022
Q4 | $2.19M | Buy |
38,118
+140
| +0.4% | +$8.04K | 0.7% | 29 |
|
|
2022
Q3 | $2.24M | Buy |
37,978
+5,284
| +16% | +$311K | 0.8% | 31 |
|
|
2022
Q2 | $1.81M | Buy |
32,694
+19,136
| +141% | +$1.06M | 0.57% | 45 |
|
|
2022
Q1 | $983K | Buy |
13,558
+4,522
| +50% | +$328K | 0.29% | 80 |
|
|
2021
Q4 | $764K | Buy |
9,036
+358
| +4% | +$30.3K | 0.21% | 98 |
|
|
2021
Q3 | $769K | Buy |
+8,678
| New | +$769K | 0.24% | 97 |
|