Tompkins Financial’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18
| Closed | -$1K | – | 545 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 513 |
|
|
2014
Q2 | – | Sell |
-1,294
| Closed | -$43K | – | 544 |
|
|
2014
Q1 | $43K | Sell |
1,294
-1,122
| -46% | -$37.3K | 0.01% | 298 |
|
|
2013
Q4 | $70K | Hold |
2,416
| – | – | 0.02% | 221 |
|
|
2013
Q3 | $68K | Buy |
2,416
+546
| +29% | +$15.4K | 0.02% | 207 |
|
|
2013
Q2 | $52K | Buy |
+1,870
| New | +$52K | 0.02% | 239 |
|