Strategic Blueprint’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 |
-1,452
| Closed | -$225K | – | 698 |
|
|
2024
Q3 | $225K | Sell |
1,452
-554
| -28% | -$85.8K | 0.01% | 591 |
|
|
2024
Q2 | $283K | Sell |
2,006
-102
| -5% | -$14.4K | 0.02% | 505 |
|
|
2024
Q1 | $335K | Buy |
2,108
+98
| +5% | +$15.6K | 0.02% | 471 |
|
|
2023
Q4 | $203K | Buy |
+2,010
| New | +$203K | 0.02% | 539 |
|
|
2021
Q3 | – | Sell |
-820
| Closed | -$65K | – | 1309 |
|
|
2021
Q2 | $65K | Buy |
+820
| New | +$65K | 0.01% | 548 |
|