Tarbox 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
Q2 | – | Sell |
-56
| Closed | -$4K | – | 986 |
|
|
2022
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 629 |
|
|
2021
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 751 |
|
|
2021
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 590 |
|
|
2020
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 752 |
|
|
2020
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 680 |
|
|
2020
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 855 |
|
|
2020
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 872 |
|
|
2019
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 806 |
|
|
2019
Q2 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 815 |
|