Next Financial Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $819K | Buy |
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|
2021
Q2 | $658K | Sell |
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|
2021
Q1 | $899K | Buy |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $375K | Buy |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $121K | Sell |
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|
2019
Q4 | $282K | Buy |
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|
2019
Q3 | $173K | Sell |
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|
2019
Q2 | $166K | Sell |
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|
2019
Q1 | $384K | Buy |
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|
2018
Q4 | $128K | Buy |
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|
2018
Q3 | $72K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $128K | Buy |
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|
2017
Q2 | $123K | Hold |
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|
2017
Q1 | $137K | Sell |
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|
2016
Q4 | $158K | Sell |
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|
2016
Q3 | $182K | Buy |
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|
2016
Q2 | $148K | Buy |
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|
2016
Q1 | $95K | Hold |
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|
2015
Q4 | $101K | Hold |
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|
2015
Q3 | $132K | Hold |
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|
2015
Q2 | $143K | Hold |
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|
2015
Q1 | $138K | Hold |
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|
2014
Q4 | $132K | Hold |
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|
2014
Q3 | $116K | Buy |
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