Schwartz Investment Counsel’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $5.63M | Sell |
|
|||||
|
2018
Q4 | $12.6M | Buy |
|
|||||
|
2018
Q3 | $13.1M | Hold |
|
|||||
|
2018
Q2 | $12.3M | Sell |
|
|||||
|
2018
Q1 | $15M | Buy |
|
|||||
|
2017
Q4 | $12.4M | Buy |
|
|||||
|
2017
Q3 | $10.5M | Sell |
|
|||||
|
2017
Q2 | $27.4M | Hold |
|
|||||
|
2017
Q1 | $30.2M | Buy |
|
|||||
|
2016
Q4 | $25.9M | Buy |
|
|||||
|
2016
Q3 | $27.2M | Buy |
|
|||||
|
2016
Q2 | $18.3M | Buy |
|