Williams Jones & Associates’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
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|
2016
Q2 | $3.79M | Sell |
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|
2016
Q1 | $11.2M | Sell |
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|
2015
Q4 | $13.5M | Sell |
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|
2015
Q3 | $19.1M | Sell |
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|
2015
Q2 | $22.2M | Buy |
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|
2015
Q1 | $20.2M | Buy |
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|
2014
Q4 | $19M | Sell |
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|
2014
Q3 | $20.1M | Sell |
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|
2014
Q2 | $23.5M | Sell |
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|
2014
Q1 | $38.5M | Buy |
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|
2013
Q4 | $18.4M | Buy |
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