Moneta Group Investment Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $433K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.68M | Hold |
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|
2017
Q1 | $1.86M | Hold |
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|
2016
Q4 | $1.68M | Hold |
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|
2016
Q3 | $1.77M | Hold |
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|
2016
Q2 | $1.81M | Hold |
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|
2016
Q1 | $1.9M | Hold |
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|
2015
Q4 | $2.02M | Hold |
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|
2015
Q3 | $2.65M | Sell |
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|
2015
Q2 | $5.14M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $342K | Sell |
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|
2013
Q2 | $367K | Buy |
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