Navellier & Associates’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-53,654
| Closed | -$4.54M | – | 356 |
|
|
2021
Q4 | $4.54M | Buy |
53,654
+1,134
| +2% | +$95.9K | 0.66% | 48 |
|
|
2021
Q3 | $4.66M | Buy |
52,520
+2,278
| +5% | +$202K | 0.7% | 46 |
|
|
2021
Q2 | $4.01M | Buy |
50,242
+3,842
| +8% | +$307K | 0.6% | 59 |
|
|
2021
Q1 | $4.16M | Buy |
+46,400
| New | +$4.16M | 0.75% | 44 |
|