Standard Family Office’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,390
| Closed | -$82K | – | 453 |
|
|
2022
Q3 | $82K | Buy |
+1,390
| New | +$82K | 0.04% | 86 |
|
|
2021
Q3 | – | Sell |
-2,450
| Closed | -$196K | – | 523 |
|
|
2021
Q2 | $196K | Sell |
2,450
-12
| -0.5% | -$960 | 0.04% | 154 |
|
|
2021
Q1 | $221K | Buy |
2,462
+12
| +0.5% | +$1.08K | 0.05% | 112 |
|
|
2020
Q4 | $125K | Buy |
+2,450
| New | +$125K | 0.03% | 167 |
|