Reilly Financial Advisors’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
Q4 | $5K | Buy |
|
|||||
|
2021
Q3 | $4K | Hold |
|
|||||
|
2021
Q2 | $4K | Hold |
|
|||||
|
2021
Q1 | $4K | Hold |
|
|||||
|
2020
Q4 | $3K | Hold |
|
|||||
|
2020
Q3 | $2K | Hold |
|
|||||
|
2020
Q2 | $2K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $10K | Hold |
|
|||||
|
2017
Q3 | $10K | Hold |
|
|||||
|
2017
Q2 | $10K | Hold |
|
|||||
|
2017
Q1 | $11K | Buy |
|