Private Advisory Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,628
| Closed | -$936K | – | 224 |
|
|
2024
Q2 | $936K | Sell |
6,628
-1,120
| -14% | -$158K | 0.12% | 107 |
|
|
2024
Q1 | $1.23M | Buy |
7,748
+108
| +1% | +$17.1K | 0.18% | 90 |
|
|
2023
Q4 | $771K | Buy |
+7,640
| New | +$771K | 0.13% | 118 |
|
|
2022
Q2 | – | Sell |
-3,070
| Closed | -$223K | – | 205 |
|
|
2022
Q1 | $223K | Buy |
+3,070
| New | +$223K | 0.04% | 153 |
|
|
2020
Q4 | – | Sell |
-10,096
| Closed | -$457K | – | 129 |
|
|
2020
Q3 | $457K | Buy |
+10,096
| New | +$457K | 0.18% | 79 |
|