Ladenburg Thalmann Financial Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $181K | Sell |
4,964
-338
| -6% | -$12.3K | ﹤0.01% | 2582 |
|
|
2019
Q3 | $180K | Sell |
5,302
-1,236
| -19% | -$42K | ﹤0.01% | 2551 |
|
|
2019
Q2 | $213K | Buy |
6,538
+356
| +6% | +$11.6K | ﹤0.01% | 2431 |
|
|
2019
Q1 | $175K | Sell |
6,182
-456
| -7% | -$12.9K | ﹤0.01% | 2496 |
|
|
2018
Q4 | $167K | Sell |
6,638
-3,498
| -35% | -$88K | ﹤0.01% | 2366 |
|
|
2018
Q3 | $333K | Buy |
10,136
+2,514
| +33% | +$82.6K | ﹤0.01% | 1912 |
|
|
2018
Q2 | $202K | Hold |
7,622
| – | – | ﹤0.01% | 2224 |
|
|
2018
Q1 | $202K | Sell |
7,622
-5,302
| -41% | -$141K | ﹤0.01% | 2224 |
|
|
2017
Q4 | $335K | Buy |
12,924
+1,262
| +11% | +$32.7K | ﹤0.01% | 1824 |
|
|
2017
Q3 | $291K | Sell |
11,662
-3,884
| -25% | -$96.9K | ﹤0.01% | 1820 |
|
|
2017
Q2 | $376K | Buy |
15,546
+3,288
| +27% | +$79.5K | ﹤0.01% | 1567 |
|
|
2017
Q1 | $326K | Sell |
12,258
-3,178
| -21% | -$84.5K | ﹤0.01% | 1592 |
|
|
2016
Q4 | $377K | Buy |
15,436
+3,212
| +26% | +$78.4K | 0.01% | 1424 |
|
|
2016
Q3 | $313K | Buy |
12,224
+5,378
| +79% | +$138K | ﹤0.01% | 1463 |
|
|
2016
Q2 | $178K | Buy |
6,846
+1,790
| +35% | +$46.5K | ﹤0.01% | 1761 |
|
|
2016
Q1 | $138K | Sell |
5,056
-1,162
| -19% | -$31.7K | ﹤0.01% | 1854 |
|
|
2015
Q4 | $181K | Buy |
6,218
+156
| +3% | +$4.54K | ﹤0.01% | 1654 |
|
|
2015
Q3 | $232K | Buy |
6,062
+312
| +5% | +$11.9K | ﹤0.01% | 1387 |
|
|
2015
Q2 | $237K | Buy |
5,750
+90
| +2% | +$3.71K | ﹤0.01% | 1490 |
|
|
2015
Q1 | $226K | Buy |
5,660
+676
| +14% | +$27K | ﹤0.01% | 1498 |
|
|
2014
Q4 | $190K | Buy |
4,984
+468
| +10% | +$17.8K | ﹤0.01% | 1467 |
|
|
2014
Q3 | $150K | Buy |
4,516
+488
| +12% | +$16.2K | ﹤0.01% | 1367 |
|
|
2014
Q2 | $145K | Buy |
4,028
+2
| +0% | +$72 | ﹤0.01% | 1375 |
|
|
2014
Q1 | $134K | Buy |
4,026
+988
| +33% | +$32.9K | ﹤0.01% | 1337 |
|
|
2013
Q4 | $89K | Buy |
3,038
+184
| +6% | +$5.39K | ﹤0.01% | 1533 |
|
|
2013
Q3 | $80K | Buy |
2,854
+818
| +40% | +$22.9K | ﹤0.01% | 1516 |
|
|
2013
Q2 | $58K | Buy |
+2,036
| New | +$58K | ﹤0.01% | 1640 |
|