Michael F. Price’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-110,000
| Closed | -$3.1M | – | 117 |
|
|
2019
Q1 | $3.1M | Hold |
110,000
| – | – | 0.38% | 56 |
|
|
2018
Q4 | $2.78M | Hold |
110,000
| – | – | 0.38% | 54 |
|
|
2018
Q3 | $3.62M | Sell |
110,000
-44,000
| -29% | -$1.45M | 0.45% | 53 |
|
|
2018
Q2 | $4.73M | Hold |
154,000
| – | – | 0.56% | 42 |
|
|
2018
Q1 | $4.06M | Hold |
154,000
| – | – | 0.48% | 50 |
|
|
2017
Q4 | $3.98M | Buy |
+154,000
| New | +$3.98M | 0.49% | 47 |
|