Nadler Financial Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,000
| Closed | -$2.72M | – | 112 |
|
|
2023
Q3 | $2.72M | Sell |
35,000
-48
| -0.1% | -$3.73K | 0.41% | 30 |
|
|
2023
Q2 | $2.19M | Sell |
35,048
-10,000
| -22% | -$626K | 0.32% | 32 |
|
|
2023
Q1 | $2.74M | Hold |
45,048
| – | – | 0.44% | 30 |
|
|
2022
Q4 | $2.59M | Sell |
45,048
-18,000
| -29% | -$1.03M | 0.45% | 27 |
|
|
2022
Q3 | $3.72M | Sell |
63,048
-840
| -1% | -$49.5K | 0.71% | 24 |
|
|
2022
Q2 | $3.54M | Sell |
63,888
-1,160
| -2% | -$64.3K | 0.65% | 24 |
|
|
2022
Q1 | $4.72M | Hold |
65,048
| – | – | 0.74% | 24 |
|
|
2021
Q4 | $5.5M | Buy |
65,048
+48
| +0.1% | +$4.06K | 0.81% | 23 |
|
|
2021
Q3 | $5.76M | Hold |
65,000
| – | – | 0.94% | 20 |
|
|
2021
Q2 | $5.19M | Hold |
65,000
| – | – | 0.85% | 22 |
|
|
2021
Q1 | $5.82M | Sell |
65,000
-13,500
| -17% | -$1.21M | 1.04% | 20 |
|
|
2020
Q4 | $4M | Sell |
78,500
-500
| -0.6% | -$25.5K | 0.76% | 22 |
|
|
2020
Q3 | $3.57M | Sell |
79,000
-5,000
| -6% | -$226K | 0.79% | 22 |
|
|
2020
Q2 | $3.44M | Sell |
84,000
-2,500
| -3% | -$103K | 0.86% | 21 |
|
|
2020
Q1 | $1.84M | Sell |
86,500
-3,500
| -4% | -$74.4K | 0.57% | 21 |
|
|
2019
Q4 | $3.31M | Buy |
+90,000
| New | +$3.31M | 0.82% | 18 |
|