Point View Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.19M | Sell |
23,366
-818
| -3% | -$41.7K | 0.48% | 63 |
|
|
2020
Q3 | $1.09M | Sell |
24,184
-154
| -0.6% | -$6.97K | 0.52% | 59 |
|
|
2020
Q2 | $998K | Sell |
24,338
-1,398
| -5% | -$57.3K | 0.48% | 69 |
|
|
2020
Q1 | $547K | Sell |
25,736
-470
| -2% | -$9.99K | 0.3% | 108 |
|
|
2019
Q4 | $962K | Sell |
26,206
-2,190
| -8% | -$80.4K | 0.4% | 85 |
|
|
2019
Q3 | $965K | Sell |
28,396
-3,822
| -12% | -$130K | 0.44% | 79 |
|
|
2019
Q2 | $1.05M | Sell |
32,218
-58
| -0.2% | -$1.89K | 0.45% | 74 |
|
|
2019
Q1 | $908K | Sell |
32,276
-1,710
| -5% | -$48.1K | 0.4% | 84 |
|
|
2018
Q4 | $857K | Buy |
33,986
+3,730
| +12% | +$94.1K | 0.43% | 81 |
|
|
2018
Q3 | $994K | Buy |
30,256
+526
| +2% | +$17.3K | 0.44% | 74 |
|
|
2018
Q2 | $912K | Sell |
29,730
-880
| -3% | -$27K | 0.42% | 78 |
|
|
2018
Q1 | $808K | Sell |
30,610
-632
| -2% | -$16.7K | 0.39% | 89 |
|
|
2017
Q4 | $808K | Buy |
31,242
+3,116
| +11% | +$80.6K | 0.38% | 90 |
|
|
2017
Q3 | $702K | Buy |
28,126
+7,494
| +36% | +$187K | 0.34% | 109 |
|
|
2017
Q2 | $500K | Buy |
20,632
+5,966
| +41% | +$145K | 0.25% | 141 |
|
|
2017
Q1 | $393K | Buy |
14,666
+4,480
| +44% | +$120K | 0.2% | 153 |
|
|
2016
Q4 | $246K | Buy |
10,186
+2,232
| +28% | +$53.9K | 0.14% | 185 |
|
|
2016
Q3 | $203K | Buy |
+7,954
| New | +$203K | 0.12% | 208 |
|