Motley Fool Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-63,964
| Closed | -$1.75M | – | 153 |
|
|
2016
Q1 | $1.75M | Buy |
63,964
+5,456
| +9% | +$149K | 0.21% | 113 |
|
|
2015
Q4 | $1.71M | Buy |
58,508
+5,908
| +11% | +$173K | 0.2% | 118 |
|
|
2015
Q3 | $2.01M | Buy |
52,600
+15,512
| +42% | +$592K | 0.26% | 103 |
|
|
2015
Q2 | $1.53M | Buy |
37,088
+12,398
| +50% | +$510K | 0.24% | 120 |
|
|
2015
Q1 | $984K | Buy |
+24,690
| New | +$984K | 0.2% | 127 |
|