Stock Yards Bank & Trust’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,660
| Closed | -$207K | – | 400 |
|
|
2023
Q3 | $207K | Sell |
2,660
-4,232
| -61% | -$329K | 0.01% | 368 |
|
|
2023
Q2 | $431K | Sell |
6,892
-156,424
| -96% | -$9.79M | 0.02% | 297 |
|
|
2023
Q1 | $9.94M | Sell |
163,316
-4,452
| -3% | -$271K | 0.38% | 63 |
|
|
2022
Q4 | $9.64M | Sell |
167,768
-52,446
| -24% | -$3.01M | 0.38% | 64 |
|
|
2022
Q3 | $13M | Buy |
220,214
+4,534
| +2% | +$267K | 0.55% | 49 |
|
|
2022
Q2 | $12M | Buy |
215,680
+4,048
| +2% | +$225K | 0.49% | 55 |
|
|
2022
Q1 | $15.3M | Buy |
+211,632
| New | +$15.3M | 0.85% | 43 |
|