Macroview Investment Management’s Williams-Sonoma WSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8
| Closed | -$622 | – | 865 |
|
2023
Q3 | $622 | Buy |
+8
| New | +$622 | ﹤0.01% | 705 |
|
2022
Q4 | – | Sell |
-200
| Closed | -$12K | – | 525 |
|
2022
Q3 | $12K | Sell |
200
-28
| -12% | -$1.68K | 0.02% | 152 |
|
2022
Q2 | $13K | Buy |
228
+36
| +19% | +$2.05K | 0.02% | 186 |
|
2022
Q1 | $14K | Sell |
192
-8
| -4% | -$583 | 0.02% | 218 |
|
2021
Q4 | $17K | Buy |
200
+92
| +85% | +$7.82K | 0.02% | 203 |
|
2021
Q3 | $10K | Buy |
108
+58
| +116% | +$5.37K | 0.01% | 186 |
|
2021
Q2 | $4K | Sell |
50
-8
| -14% | -$640 | 0.01% | 314 |
|
2021
Q1 | $5K | Sell |
58
-14
| -19% | -$1.21K | 0.01% | 205 |
|
2020
Q4 | $4K | Buy |
72
+10
| +16% | +$556 | 0.01% | 255 |
|
2020
Q3 | $3K | Sell |
62
-16
| -21% | -$774 | 0.01% | 254 |
|
2020
Q2 | $3K | Buy |
+78
| New | +$3K | 0.01% | 238 |
|