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Private Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Private Wealth Partners’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-47,300
Closed -$1.55M – 116
2018
Q3 		$1.55M Buy
+47,300
New +$1.5M 0.24% 62
2016
Q1 		– Sell
-41,672
Closed -$1.22M – 134
2015
Q4 		$1.22M Sell
41,672
-26,950
-39% -$923K 0.28% 69
2015
Q3 		$2.62M Hold
68,622
– – 0.66% 42
2015
Q2 		$2.82M Buy
68,622
+43,700
+175% +$1.71M 0.64% 45
2015
Q1 		$993K Sell
24,922
-9,800
-28% -$389K 0.23% 83
2014
Q4 		$1.31M Sell
34,722
-200
-0.6% -$6.93K 0.31% 72
2014
Q3 		$1.16M Buy
34,922
+1,100
+3% +$38.1K 0.26% 91
2014
Q2 		$1.21M Buy
33,822
+150
+0.4% +$4.93K 0.27% 86
2014
Q1 		$1.12M Buy
33,672
+2,672
+9% +$77.8K 0.26% 83
2013
Q4 		$903K Sell
31,000
-400
-1% -$11.2K 0.2% 92
2013
Q3 		$882K Buy
31,400
+400
+1% +$11.6K 0.21% 94
2013
Q2 		$866K Buy
+31,000
New +$835K 0.22% 92

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