1IA
1834 Investment Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
7,994
-623
| -7% | -$102K | 0.17% | 99 |
|
|
2025
Q1 | $1.36M | Sell |
8,617
-4,806
| -36% | -$760K | 0.18% | 90 |
|
|
2024
Q4 | $2.49M | Sell |
13,423
-2,155
| -14% | -$399K | 0.31% | 74 |
|
|
2024
Q3 | $2.41M | Buy |
15,578
+2,386
| +18% | +$370K | 0.28% | 80 |
|
|
2024
Q2 | $3.73M | Sell |
13,192
-12,169
| -48% | -$3.44M | 0.45% | 65 |
|
|
2024
Q1 | $8.05M | Sell |
25,361
-9,480
| -27% | -$3.01M | 0.96% | 27 |
|
|
2023
Q4 | $7.03M | Sell |
34,841
-1,021
| -3% | -$206K | 0.84% | 34 |
|
|
2023
Q3 | $5.57M | Buy |
35,862
+27,865
| +348% | +$4.33M | 0.69% | 41 |
|
|
2023
Q2 | $1M | Buy |
7,997
+3,065
| +62% | +$384K | 0.12% | 122 |
|
|
2023
Q1 | $600K | Buy |
+4,932
| New | +$600K | 0.07% | 159 |
|