Range Financial 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 |
-18,296
| Closed | -$2.58M | – | 183 |
|
|
2024
Q2 | $2.58M | Sell |
18,296
-82
| -0.4% | -$11.6K | 1.32% | 13 |
|
|
2024
Q1 | $2.92M | Sell |
18,378
-298
| -2% | -$47.3K | 1.52% | 9 |
|
|
2023
Q4 | $1.88M | Sell |
18,676
-1,260
| -6% | -$127K | 1.13% | 17 |
|
|
2023
Q3 | $1.55M | Sell |
19,936
-1,782
| -8% | -$138K | 1.02% | 22 |
|
|
2023
Q2 | $1.36M | Buy |
+21,718
| New | +$1.36M | 0.86% | 34 |
|