Parsec Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $8.46M | Buy |
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|
2022
Q3 | $7.4M | Buy |
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|
2022
Q2 | $5.42M | Buy |
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|
2022
Q1 | $4.11M | Buy |
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|
2021
Q4 | $2.74M | Buy |
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|
2021
Q3 | $2.71M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $735K | Sell |
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|
2018
Q1 | $647K | Sell |
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|
2017
Q4 | $644K | Sell |
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|
2017
Q3 | $631K | Buy |
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