Simplicity Solutions’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$226K Buy
2021
Q2
Sell
2021
Q1
$362K Buy
2019
Q2
Sell
2019
Q1
$265K Buy
2018
Q4
$219K Buy
2016
Q1
Sell
2015
Q4
$200K Buy