Legacy Capital Partners’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $866K | Buy |
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|
2021
Q2 | $737K | Sell |
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|
2021
Q1 | $947K | Sell |
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|
2020
Q4 | $655K | Sell |
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|
2020
Q3 | $654K | Sell |
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|
2020
Q2 | $618K | Sell |
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|
2020
Q1 | $323K | Sell |
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|
2019
Q4 | $643K | Sell |
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|
2019
Q3 | $679K | Sell |
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|
2019
Q2 | $652K | Sell |
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|
2019
Q1 | $575K | Sell |
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|
2018
Q4 | $541K | Sell |
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|
2018
Q3 | $708K | Sell |
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|
2018
Q2 | $662K | Sell |
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|
2018
Q1 | $585K | Buy |
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|
2017
Q4 | $470K | Buy |
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|
2017
Q3 | $376K | Sell |
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|
2017
Q2 | $639K | Buy |
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|
2017
Q1 | $637K | Buy |
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|
2016
Q4 | $483K | Buy |
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|
2016
Q3 | $313K | Buy |
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