Stanford Investment Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-920
| Closed | -$22K | – | 312 |
|
|
2016
Q4 | $22K | Hold |
920
| – | – | 0.01% | 242 |
|
|
2016
Q3 | $23K | Hold |
920
| – | – | 0.01% | 246 |
|
|
2016
Q2 | $24K | Hold |
920
| – | – | 0.01% | 229 |
|
|
2016
Q1 | $25K | Hold |
920
| – | – | 0.01% | 217 |
|
|
2015
Q4 | $27K | Hold |
920
| – | – | 0.01% | 193 |
|
|
2015
Q3 | $35K | Hold |
920
| – | – | 0.03% | 155 |
|
|
2015
Q2 | $38K | Hold |
920
| – | – | 0.03% | 157 |
|
|
2015
Q1 | $37K | Hold |
920
| – | – | 0.03% | 161 |
|
|
2014
Q4 | $35K | Buy |
+920
| New | +$35K | 0.03% | 165 |
|