Wedbush Securities’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 |
-1,612
| Closed | -$250K | – | 1203 |
|
|
2024
Q3 | $250K | Hold |
1,612
| – | – | 0.01% | 896 |
|
|
2024
Q2 | $228K | Sell |
1,612
-610
| -27% | -$86.3K | 0.01% | 1000 |
|
|
2024
Q1 | $353K | Buy |
+2,222
| New | +$353K | 0.01% | 792 |
|
|
2022
Q1 | – | Sell |
-4,818
| Closed | -$407K | – | 1212 |
|
|
2021
Q4 | $407K | Buy |
4,818
+352
| +8% | +$29.7K | 0.02% | 724 |
|
|
2021
Q3 | $396K | Buy |
4,466
+276
| +7% | +$24.5K | 0.02% | 712 |
|
|
2021
Q2 | $334K | Buy |
4,190
+820
| +24% | +$65.4K | 0.02% | 814 |
|
|
2021
Q1 | $302K | Buy |
+3,370
| New | +$302K | 0.02% | 812 |
|