TD Ameritrade Investment Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18
| Closed | -$1K | – | 611 |
|
|
2023
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $1K | Sell |
18
-60
| -77% | -$3.33K | ﹤0.01% | 581 |
|
|
2022
Q3 | $5K | Sell |
78
-54
| -41% | -$3.46K | ﹤0.01% | 431 |
|
|
2022
Q2 | $7K | Hold |
132
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $10K | Buy |
132
+6
| +5% | +$455 | ﹤0.01% | 504 |
|
|
2021
Q4 | $11K | Sell |
126
-1,290
| -91% | -$113K | ﹤0.01% | 482 |
|
|
2021
Q3 | $64K | Buy |
1,416
+1,308
| +1,211% | +$59.1K | ﹤0.01% | 303 |
|
|
2021
Q2 | $9K | Sell |
108
-1,218
| -92% | -$102K | ﹤0.01% | 483 |
|
|
2021
Q1 | $68K | Hold |
1,326
| – | – | ﹤0.01% | 304 |
|
|
2020
Q4 | $68K | Sell |
1,326
-90
| -6% | -$4.62K | ﹤0.01% | 304 |
|
|
2020
Q3 | $64K | Sell |
1,416
-6
| -0.4% | -$271 | ﹤0.01% | 303 |
|
|
2020
Q2 | $58K | Sell |
1,422
-12,498
| -90% | -$510K | ﹤0.01% | 294 |
|
|
2020
Q1 | $296K | Sell |
13,920
-90
| -0.6% | -$1.91K | ﹤0.01% | 182 |
|
|
2019
Q4 | $514K | Buy |
14,010
+908
| +7% | +$33.3K | ﹤0.01% | 168 |
|
|
2019
Q3 | $445K | Buy |
13,102
+1,894
| +17% | +$64.3K | ﹤0.01% | 166 |
|
|
2019
Q2 | $364K | Buy |
11,208
+1,368
| +14% | +$44.4K | ﹤0.01% | 164 |
|
|
2019
Q1 | $277K | Buy |
9,840
+3,288
| +50% | +$92.6K | ﹤0.01% | 169 |
|
|
2018
Q4 | $165K | Buy |
6,552
+3,250
| +98% | +$81.8K | ﹤0.01% | 166 |
|
|
2018
Q3 | $109K | Buy |
+3,302
| New | +$109K | ﹤0.01% | 170 |
|