Lincoln National Corp’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,684
| Closed | -$426K | – | 1133 |
|
|
2024
Q1 | $426K | Buy |
+2,684
| New | +$426K | 0.01% | 812 |
|
|
2021
Q1 | – | Sell |
-6,418
| Closed | -$327K | – | 830 |
|
|
2020
Q4 | $327K | Sell |
6,418
-2,584
| -29% | -$132K | 0.01% | 549 |
|
|
2020
Q3 | $407K | Sell |
9,002
-1,772
| -16% | -$80.1K | 0.01% | 426 |
|
|
2020
Q2 | $442K | Sell |
10,774
-3,576
| -25% | -$147K | 0.01% | 400 |
|
|
2020
Q1 | $305K | Buy |
14,350
+8,790
| +158% | +$187K | 0.01% | 444 |
|
|
2019
Q4 | $204K | Buy |
+5,560
| New | +$204K | 0.01% | 600 |
|
|
2019
Q3 | – | Sell |
-7,166
| Closed | -$233K | – | 617 |
|
|
2019
Q2 | $233K | Buy |
+7,166
| New | +$233K | 0.01% | 490 |
|