Princeton Portfolio Strategies Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $850K | Buy |
|
|||||
|
2021
Q1 | $952K | Sell |
|
|||||
|
2020
Q4 | $582K | Hold |
|
|||||
|
2020
Q3 | $516K | Buy |
|
|||||
|
2020
Q2 | $203K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $207K | Sell |
|
|||||
|
2019
Q2 | $353K | Sell |
|
|||||
|
2019
Q1 | $396K | Hold |
|
|||||
|
2018
Q4 | $355K | Buy |
|
|||||
|
2018
Q3 | $403K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $226K | Buy |
|