Lee Financial’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 |
-52
| Closed | -$5.25K | – | 822 |
|
|
2023
Q4 | $5.25K | Buy |
52
+24
| +86% | +$2.42K | ﹤0.01% | 533 |
|
|
2023
Q3 | $2.18K | Hold |
28
| – | – | ﹤0.01% | 663 |
|
|
2023
Q2 | $1.75K | Hold |
28
| – | – | ﹤0.01% | 681 |
|
|
2023
Q1 | $1.7K | Sell |
28
-70
| -71% | -$4.26K | ﹤0.01% | 702 |
|
|
2022
Q4 | $5.63K | Sell |
98
-44
| -31% | -$2.53K | ﹤0.01% | 538 |
|
|
2022
Q3 | $8K | Buy |
142
+54
| +61% | +$3.04K | ﹤0.01% | 483 |
|
|
2022
Q2 | $5K | Buy |
88
+28
| +47% | +$1.59K | ﹤0.01% | 573 |
|
|
2022
Q1 | $4K | Sell |
60
-30
| -33% | -$2K | ﹤0.01% | 550 |
|
|
2021
Q4 | $7K | Buy |
90
+28
| +45% | +$2.18K | ﹤0.01% | 563 |
|
|
2021
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 502 |
|
|
2021
Q2 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 473 |
|
|
2019
Q1 | – | Sell |
-20
| Closed | -$1K | – | 558 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 430 |
|