Pathstone Family Office’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
Q3 | $991K | Buy |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $874K | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $19K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $18K | Buy |
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|
2017
Q3 | $17K | Buy |
|