Prestige Wealth Management Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-94
| Closed | -$5.72K | – | 1093 |
|
|
2023
Q1 | $5.72K | Hold |
94
| – | – | ﹤0.01% | 540 |
|
|
2022
Q4 | $5.4K | Buy |
94
+88
| +1,467% | +$5.06K | ﹤0.01% | 594 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1090 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1066 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 968 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 955 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1047 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 929 |
|
|
2020
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1050 |
|
|
2020
Q3 | – | Sell |
-300
| Closed | -$12K | – | 928 |
|
|
2020
Q2 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 401 |
|
|
2019
Q1 | – | Sell |
-26
| Closed | -$1K | – | 1150 |
|
|
2018
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1151 |
|