Peloton Wealth Strategists’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $932K | Buy |
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|
2017
Q4 | $851K | Buy |
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|
2017
Q3 | $721K | Buy |
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|
2017
Q2 | $677K | Sell |
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|
2017
Q1 | $748K | Sell |
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|
2016
Q4 | $753K | Buy |
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|
2016
Q3 | $795K | Buy |
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|
2016
Q1 | $652K | Buy |
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|
2015
Q4 | $695K | Hold |
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|
2015
Q3 | $909K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.35M | Hold |
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|
2014
Q4 | $1.28M | Buy |
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|
2014
Q3 | $1.13M | Buy |
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|
2014
Q2 | $511K | Sell |
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|
2014
Q1 | $1.02M | Hold |
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|
2013
Q4 | $892K | Hold |
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|
2013
Q3 | $860K | Hold |
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|
2013
Q2 | $855K | Buy |
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