Oxler Private Wealth’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,204
| Closed | -$377K | – | 92 |
|
|
2023
Q1 | $377K | Buy |
6,204
+38
| +0.6% | +$2.31K | 0.19% | 77 |
|
|
2022
Q4 | $354K | Buy |
6,166
+40
| +0.7% | +$2.3K | 0.19% | 82 |
|
|
2022
Q3 | $361K | Buy |
6,126
+30
| +0.5% | +$1.77K | 0.2% | 79 |
|
|
2022
Q2 | $338K | Buy |
6,096
+46
| +0.8% | +$2.55K | 0.16% | 91 |
|
|
2022
Q1 | $438K | Buy |
6,050
+32
| +0.5% | +$2.32K | 0.2% | 88 |
|
|
2021
Q4 | $509K | Buy |
6,018
+18
| +0.3% | +$1.52K | 0.21% | 92 |
|
|
2021
Q3 | $531K | Buy |
+6,000
| New | +$531K | 0.23% | 92 |
|