People's United Financial’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $284K | Sell |
3,918
-266
| -6% | -$19.3K | 0.01% | 548 |
|
|
2021
Q4 | $354K | Sell |
4,184
-436
| -9% | -$36.9K | 0.01% | 534 |
|
|
2021
Q3 | $410K | Sell |
4,620
-14
| -0.3% | -$1.24K | 0.01% | 553 |
|
|
2021
Q2 | $370K | Buy |
4,634
+530
| +13% | +$42.3K | 0.01% | 566 |
|
|
2021
Q1 | $368K | Buy |
4,104
+26
| +0.6% | +$2.33K | 0.01% | 553 |
|
|
2020
Q4 | $208K | Sell |
4,078
-410
| -9% | -$20.9K | 0.01% | 637 |
|
|
2020
Q3 | $203K | Buy |
+4,488
| New | +$203K | 0.01% | 610 |
|
|
2017
Q2 | – | Sell |
-600
| Closed | -$16K | – | 1088 |
|
|
2017
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 848 |
|
|
2016
Q4 | $15K | Sell |
600
-800
| -57% | -$20K | ﹤0.01% | 834 |
|
|
2016
Q3 | $36K | Hold |
1,400
| – | – | ﹤0.01% | 609 |
|
|
2016
Q2 | $36K | Hold |
1,400
| – | – | ﹤0.01% | 599 |
|
|
2016
Q1 | $38K | Buy |
+1,400
| New | +$38K | ﹤0.01% | 601 |
|
|
2013
Q4 | – | Sell |
-800
| Closed | -$22K | – | 810 |
|
|
2013
Q3 | $22K | Buy |
+800
| New | +$22K | ﹤0.01% | 600 |
|