Winch Advisory Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-70
| Closed | -$5K | – | 462 |
|
|
2023
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 308 |
|
|
2023
Q2 | $4K | Sell |
70
-2
| -3% | -$114 | ﹤0.01% | 321 |
|
|
2023
Q1 | $4K | Buy |
72
+2
| +3% | +$111 | ﹤0.01% | 319 |
|
|
2022
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 302 |
|
|
2022
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 290 |
|
|
2022
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 308 |
|
|
2022
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 320 |
|
|
2021
Q4 | $6K | Hold |
70
| – | – | ﹤0.01% | 318 |
|
|
2021
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 319 |
|
|
2021
Q2 | $6K | Hold |
70
| – | – | ﹤0.01% | 325 |
|
|
2021
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 298 |
|
|
2020
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 328 |
|
|
2020
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 316 |
|
|
2020
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 312 |
|
|
2020
Q1 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 327 |
|