Winslow Evans & Crocker’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
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $5K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $19.9K | Sell |
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|
2017
Q2 | $233K | Sell |
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|
2017
Q1 | $271K | Buy |
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|
2016
Q4 | $232K | Hold |
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|
2016
Q3 | $245K | Hold |
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|
2016
Q2 | $250K | Hold |
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|
2016
Q1 | $263K | Sell |
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|
2015
Q4 | $283K | Sell |
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|
2015
Q3 | $378K | Hold |
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|
2015
Q2 | $407K | Hold |
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|
2015
Q1 | $395K | Hold |
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|
2014
Q4 | $375K | Hold |
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|
2014
Q3 | $330K | Hold |
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|
2014
Q2 | $355K | Buy |
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|
2014
Q1 | $310K | Hold |
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|
2013
Q4 | $271K | Buy |
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