Zurich Insurance Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-41,200
| Closed | -$2.1M | – | 235 |
|
|
2020
Q4 | $2.1M | Hold |
41,200
| – | – | 0.03% | 106 |
|
|
2020
Q3 | $1.86M | Hold |
41,200
| – | – | 0.03% | 107 |
|
|
2020
Q2 | $1.69M | Hold |
41,200
| – | – | 0.03% | 118 |
|
|
2020
Q1 | $876K | Hold |
41,200
| – | – | 0.02% | 148 |
|
|
2019
Q4 | $1.51M | Hold |
41,200
| – | – | 0.03% | 154 |
|
|
2019
Q3 | $1.4M | Hold |
41,200
| – | – | 0.03% | 420 |
|
|
2019
Q2 | $1.34M | Hold |
41,200
| – | – | 0.03% | 339 |
|
|
2019
Q1 | $1.16M | Hold |
41,200
| – | – | 0.02% | 315 |
|
|
2018
Q4 | $1.04M | Hold |
41,200
| – | – | 0.03% | 299 |
|
|
2018
Q3 | $1.35M | Hold |
41,200
| – | – | 0.03% | 330 |
|
|
2018
Q2 | $1.26M | Hold |
41,200
| – | – | 0.03% | 365 |
|
|
2018
Q1 | $1.09M | Hold |
41,200
| – | – | 0.03% | 429 |
|
|
2017
Q4 | $1.07M | Hold |
41,200
| – | – | 0.02% | 490 |
|
|
2017
Q3 | $1.03M | Hold |
41,200
| – | – | 0.03% | 527 |
|
|
2017
Q2 | $999K | Hold |
41,200
| – | – | 0.03% | 502 |
|
|
2017
Q1 | $1.11M | Buy |
+41,200
| New | +$1.11M | 0.03% | 437 |
|