Kings Point Capital Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $7.18M | Buy |
99,028
+9,284
| +10% | +$673K | 0.63% | 54 |
|
|
2021
Q4 | $7.59M | Sell |
89,744
-32,720
| -27% | -$2.77M | 0.62% | 51 |
|
|
2021
Q3 | $10.9M | Buy |
122,464
+4,210
| +4% | +$373K | 0.97% | 37 |
|
|
2021
Q2 | $9.44M | Buy |
118,254
+3,318
| +3% | +$265K | 0.86% | 47 |
|
|
2021
Q1 | $10.3M | Buy |
114,936
+2,364
| +2% | +$212K | 1.01% | 38 |
|
|
2020
Q4 | $5.73M | Buy |
112,572
+10,574
| +10% | +$538K | 0.61% | 52 |
|
|
2020
Q3 | $4.61M | Buy |
+101,998
| New | +$4.61M | 0.58% | 53 |
|
|
2017
Q3 | – | Sell |
-760
| Closed | -$18K | – | 372 |
|
|
2017
Q2 | $18K | Buy |
+760
| New | +$18K | ﹤0.01% | 295 |
|