Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,212
| Closed | -$115K | – | 1112 |
|
|
2021
Q3 | $115K | Buy |
1,212
+796
| +191% | +$75.5K | 0.04% | 266 |
|
|
2021
Q2 | $33K | Buy |
416
+192
| +86% | +$15.2K | 0.01% | 406 |
|
|
2021
Q1 | $14K | Hold |
224
| – | – | 0.01% | 534 |
|
|
2020
Q4 | $14K | Buy |
224
+2
| +0.9% | +$125 | 0.01% | 531 |
|
|
2020
Q3 | $10K | Hold |
222
| – | – | 0.01% | 527 |
|
|
2020
Q2 | $9K | Buy |
222
+2
| +0.9% | +$81 | 0.01% | 521 |
|
|
2020
Q1 | $5K | Buy |
220
+2
| +0.9% | +$45 | ﹤0.01% | 593 |
|
|
2019
Q4 | $8K | Buy |
218
+2
| +0.9% | +$73 | 0.01% | 598 |
|
|
2019
Q3 | $7K | Buy |
216
+2
| +0.9% | +$65 | 0.01% | 598 |
|
|
2019
Q2 | $7K | Buy |
+214
| New | +$7K | 0.01% | 608 |
|