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