Northstar Investment Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.29M | Sell |
16,982
-400
| -2% | -$30.3K | 0.17% | 95 |
|
|
2021
Q1 | $1.56M | Hold |
17,382
| – | – | 0.23% | 90 |
|
|
2020
Q4 | $885K | Sell |
17,382
-666
| -4% | -$33.9K | 0.14% | 94 |
|
|
2020
Q3 | $816K | Sell |
18,048
-1,984
| -10% | -$89.7K | 0.15% | 88 |
|
|
2020
Q2 | $821K | Sell |
20,032
-1,558
| -7% | -$63.9K | 0.17% | 89 |
|
|
2020
Q1 | $459K | Sell |
21,590
-121,696
| -85% | -$2.59M | 0.11% | 90 |
|
|
2019
Q4 | $5.26M | Sell |
143,286
-6,644
| -4% | -$244K | 0.83% | 49 |
|
|
2019
Q3 | $4.93M | Buy |
+149,930
| New | +$4.93M | 0.82% | 50 |
|