Wheatland Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $242K | Sell |
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|
2018
Q4 | $293K | Hold |
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|
2018
Q3 | $381K | Buy |
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|
2018
Q2 | $331K | Buy |
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|
2018
Q1 | $280K | Buy |
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|
2017
Q4 | $253K | Hold |
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|
2017
Q3 | $244K | Hold |
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|
2017
Q2 | $238K | Hold |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $237K | Hold |
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|
2016
Q3 | $250K | Hold |
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|
2016
Q2 | $255K | Hold |
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|
2016
Q1 | $268K | Hold |
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|
2015
Q4 | $286K | Hold |
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|
2015
Q3 | $374K | Hold |
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|
2015
Q2 | $403K | Hold |
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|
2015
Q1 | $391K | Hold |
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|
2014
Q4 | $371K | Hold |
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|
2014
Q3 | $326K | Hold |
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|
2014
Q2 | $1.01M | Hold |
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|
2014
Q1 | $327K | Hold |
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|
2013
Q4 | $286K | Buy |
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