Lake Point Wealth 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
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 427 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 412 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 361 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 341 |
|
|
2021
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 354 |
|
|
2020
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 472 |
|
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 584 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 632 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 632 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 788 |
|