Sonora Investment Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $22K | Hold |
244
| – | – | ﹤0.01% | 609 |
|
|
2021
Q2 | $19K | Buy |
244
+44
| +22% | +$3.43K | ﹤0.01% | 588 |
|
|
2021
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1199 |
|
|
2020
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1318 |
|