SkyView Investment Advisors’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 |
-5,103
| Closed | -$791K | – | 349 |
|
|
2024
Q3 | $791K | Buy |
5,103
+49
| +1% | +$7.6K | 0.13% | 114 |
|
|
2024
Q2 | $714K | Buy |
5,054
+4
| +0.1% | +$565 | 0.13% | 137 |
|
|
2024
Q1 | $802K | Buy |
+5,050
| New | +$802K | 0.15% | 113 |
|
|
2023
Q4 | – | Sell |
-4,764
| Closed | -$370K | – | 492 |
|
|
2023
Q3 | $370K | Buy |
4,764
+154
| +3% | +$12K | 0.15% | 191 |
|
|
2023
Q2 | $288K | Buy |
+4,610
| New | +$288K | 0.07% | 322 |
|