Zacks Investment 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
Q3 | – | Sell |
-16,184
| Closed | -$2.28M | – | 778 |
|
|
2024
Q2 | $2.28M | Buy |
+16,184
| New | +$2.28M | 0.03% | 272 |
|
|
2022
Q4 | – | Sell |
-39,174
| Closed | -$2.31M | – | 671 |
|
|
2022
Q3 | $2.31M | Sell |
39,174
-1,476
| -4% | -$87K | 0.04% | 249 |
|
|
2022
Q2 | $2.26M | Sell |
40,650
-1,234
| -3% | -$68.5K | 0.03% | 250 |
|
|
2022
Q1 | $3.04M | Buy |
41,884
+3,398
| +9% | +$246K | 0.04% | 238 |
|
|
2021
Q4 | $3.25M | Buy |
38,486
+7,280
| +23% | +$616K | 0.05% | 240 |
|
|
2021
Q3 | $2.77M | Buy |
+31,206
| New | +$2.77M | 0.04% | 252 |
|
|
2014
Q3 | – | Sell |
-11,554
| Closed | -$415K | – | 759 |
|
|
2014
Q2 | $415K | Buy |
+11,554
| New | +$415K | 0.01% | 494 |
|