Occidental Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.47M | Buy |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $265K | Buy |
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|
2018
Q3 | $329K | Buy |
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|
2018
Q2 | $288K | Buy |
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|
2018
Q1 | $229K | Hold |
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|
2017
Q4 | $224K | Buy |
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|
2017
Q3 | $210K | Buy |
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