San Francisco Sentry Investment Group’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
Q2 | $154K | Hold |
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|
2021
Q1 | $173K | Buy |
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|
2020
Q4 | $83K | Hold |
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|
2020
Q3 | $74K | Sell |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $439K | Buy |
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|
2019
Q3 | $388K | Hold |
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|
2019
Q2 | $371K | Buy |
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|
2019
Q1 | $312K | Buy |
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|
2018
Q4 | $162K | Buy |
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|
2018
Q3 | $100K | Sell |
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|
2018
Q2 | $101K | Hold |
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|
2018
Q1 | $87K | Hold |
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|
2017
Q4 | $85K | Buy |
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|
2017
Q3 | $36K | Buy |
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|
2017
Q2 | $7K | Buy |
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