PFS Investments’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,872
| Closed | -$1.83M | – | 531 |
|
|
2022
Q4 | $1.83M | Buy |
31,872
+3,446
| +12% | +$198K | 0.03% | 301 |
|
|
2022
Q3 | $1.68K | Sell |
28,426
-10,874
| -28% | -$641 | 0.03% | 294 |
|
|
2022
Q2 | $2.18M | Buy |
39,300
+5,060
| +15% | +$281K | 0.04% | 262 |
|
|
2022
Q1 | $2.48M | Buy |
34,240
+5,452
| +19% | +$395K | 0.05% | 260 |
|
|
2021
Q4 | $2.43M | Buy |
+28,788
| New | +$2.43M | 0.05% | 257 |
|