Leuthold Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.23M | Sell |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $2.7M | Sell |
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|
2022
Q2 | $2.59M | Sell |
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|
2022
Q1 | $3.47M | Sell |
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|
2021
Q4 | $4.07M | Sell |
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|
2021
Q3 | $4.37M | Buy |
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|
2021
Q2 | $3.92M | Sell |
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|
2021
Q1 | $4.48M | Sell |
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|
2020
Q4 | $2.8M | Sell |
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|
2020
Q3 | $2.58M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.38M | Sell |
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|
2018
Q4 | $5.48M | Sell |
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|
2018
Q3 | $8.01M | Sell |
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|
2018
Q2 | $7.66M | Sell |
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|
2018
Q1 | $6.76M | Sell |
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|
2017
Q4 | $7.6M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $5.68M | Buy |
|