MSI Financial Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $307K | Buy |
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|
2016
Q3 | $219K | Buy |
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|
2016
Q2 | $137K | Buy |
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|
2016
Q1 | $40K | Buy |
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|
2015
Q4 | $23K | Buy |
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|
2015
Q3 | $19K | Sell |
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|
2015
Q2 | $27K | Sell |
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|
2015
Q1 | $297K | Buy |
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|
2014
Q4 | $38K | Buy |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $29K | Buy |
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|
2014
Q1 | $23K | Buy |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $6K | Sell |
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|
2013
Q2 | $8K | Buy |
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