Wright Investors Service’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,044
Closed -$405K 158
2022
Q4
$405K Hold
7,044
0.12% 129
2022
Q3
$415K Buy
+7,044
New +$415K 0.13% 122
2014
Q1
Sell
-7,310
Closed -$213K 229
2013
Q4
$213K Buy
+7,310
New +$213K 0.09% 208