Riverview Trust Company’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4
| Closed | -$620 | – | 912 |
|
|
2024
Q3 | $620 | Buy |
+4
| New | +$620 | ﹤0.01% | 749 |
|
|
2023
Q2 | – | Sell |
-206
| Closed | -$12.5K | – | 764 |
|
|
2023
Q1 | $12.5K | Hold |
206
| – | – | 0.01% | 620 |
|
|
2022
Q4 | $12K | Buy |
+206
| New | +$12K | 0.01% | 645 |
|
|
2022
Q3 | – | Sell |
-216
| Closed | -$12K | – | 911 |
|
|
2022
Q2 | $12K | Buy |
216
+14
| +7% | +$778 | 0.01% | 659 |
|
|
2022
Q1 | $15K | Buy |
+202
| New | +$15K | 0.01% | 628 |
|