Jupiter Investment Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14
| Closed | – | – | 501 |
|
|
2019
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 431 |
|
|
2017
Q4 | – | Sell |
-16,934
| Closed | -$422K | – | 441 |
|
|
2017
Q3 | $422K | Buy |
+16,934
| New | +$422K | ﹤0.01% | 280 |
|
|
2016
Q1 | – | Sell |
-124,328
| Closed | -$3.63M | – | 529 |
|
|
2015
Q4 | $3.63M | Buy |
+124,328
| New | +$3.63M | 0.1% | 144 |
|
|
2015
Q2 | – | Sell |
-4,174
| Closed | -$166K | – | 382 |
|
|
2015
Q1 | $166K | Buy |
+4,174
| New | +$166K | 0.01% | 296 |
|