Roundview Capital’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,344
| Closed | -$256K | – | 296 |
|
|
2022
Q3 | $256K | Buy |
4,344
+120
| +3% | +$7.07K | 0.03% | 256 |
|
|
2022
Q2 | $234K | Buy |
+4,224
| New | +$234K | 0.03% | 264 |
|
|
2018
Q1 | – | Sell |
-15,600
| Closed | -$403K | – | 238 |
|
|
2017
Q4 | $403K | Hold |
15,600
| – | – | 0.1% | 174 |
|
|
2017
Q3 | $389K | Buy |
+15,600
| New | +$389K | 0.11% | 171 |
|