Zullo Investment Group’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 |
-200
| Closed | -$11.5K | – | 721 |
|
|
2022
Q4 | $11.5K | Hold |
200
| – | – | 0.01% | 476 |
|
|
2022
Q3 | $12K | Hold |
200
| – | – | 0.01% | 464 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | 0.01% | 486 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | 0.01% | 469 |
|
|
2021
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 454 |
|