Western Financial Corp’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 |
-11,428
| Closed | -$829K | – | 108 |
|
|
2022
Q1 | $829K | Buy |
11,428
+1,940
| +20% | +$141K | 0.48% | 46 |
|
|
2021
Q4 | $802K | Buy |
9,488
+876
| +10% | +$74K | 0.42% | 48 |
|
|
2021
Q3 | $764K | Buy |
8,612
+30
| +0.3% | +$2.66K | 0.45% | 43 |
|
|
2021
Q2 | $685K | Sell |
8,582
-780
| -8% | -$62.3K | 0.37% | 44 |
|
|
2021
Q1 | $839K | Buy |
9,362
+512
| +6% | +$45.9K | 0.51% | 34 |
|
|
2020
Q4 | $450K | Buy |
+8,850
| New | +$450K | 0.3% | 51 |
|