Veritable’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $617K | Sell |
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|
2021
Q3 | $666K | Sell |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $724K | Sell |
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|
2020
Q4 | $526K | Buy |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $353K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $426K | Sell |
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|
2019
Q3 | $623K | Sell |
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|
2019
Q2 | $837K | Sell |
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|
2019
Q1 | $801K | Sell |
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|
2018
Q4 | $870K | Buy |
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|
2018
Q3 | $976K | Sell |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $1.18M | Buy |
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|
2017
Q3 | $827K | Sell |
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|
2017
Q2 | $827K | Sell |
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|
2017
Q1 | $918K | Buy |
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|
2016
Q4 | $811K | Buy |
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|
2016
Q3 | $854K | Buy |
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|
2016
Q2 | $807K | Buy |
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|
2016
Q1 | $807K | Sell |
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|
2015
Q4 | $924K | Buy |
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|
2015
Q3 | $685K | Buy |
|
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|
2015
Q2 | $611K | Sell |
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|
2015
Q1 | $803K | Sell |
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|
2014
Q4 | $961K | Sell |
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|
2014
Q3 | $872K | Sell |
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|
2014
Q2 | $1.34M | Sell |
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|
2014
Q1 | $1.31M | Sell |
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|
2013
Q4 | $1.15M | Buy |
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|
2013
Q3 | $1.11M | Buy |
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|
2013
Q2 | $867K | Buy |
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