Wilbanks Smith & Thomas Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.5M | Sell |
22,040
-9,760
| -31% | -$1.55M | 0.1% | 128 |
|
|
2023
Q4 | $3.21M | Sell |
31,800
-14,084
| -31% | -$1.42M | 0.1% | 130 |
|
|
2023
Q3 | $3.57M | Sell |
45,884
-3,414
| -7% | -$265K | 0.12% | 118 |
|
|
2023
Q2 | $3.08M | Buy |
49,298
+29,298
| +146% | +$1.83M | 0.1% | 131 |
|
|
2023
Q1 | $1.22M | Sell |
20,000
-1,500
| -7% | -$91.2K | 0.04% | 198 |
|
|
2022
Q4 | $1.24M | Buy |
+21,500
| New | +$1.24M | 0.05% | 198 |
|