Pinkerton Retirement Specialists’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,318
| Closed | -$234K | – | 155 |
|
|
2023
Q4 | $234K | Buy |
+2,318
| New | +$234K | 0.05% | 116 |
|
|
2022
Q4 | – | Sell |
-6,362
| Closed | -$375K | – | 143 |
|
|
2022
Q3 | $375K | Buy |
+6,362
| New | +$375K | 0.14% | 95 |
|
|
2017
Q1 | – | Sell |
-1,146
| Closed | -$28K | – | 506 |
|
|
2016
Q4 | $28K | Buy |
1,146
+98
| +9% | +$2.39K | 0.01% | 263 |
|
|
2016
Q3 | $27K | Sell |
1,048
-276
| -21% | -$7.11K | 0.01% | 277 |
|
|
2016
Q2 | $35K | Buy |
+1,324
| New | +$35K | 0.02% | 231 |
|