Abacus Planning Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
1,918
+42
| +2% | +$6.86K | 0.05% | 182 |
|
|
2025
Q1 | $297K | Hold |
1,876
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $347K | Sell |
1,876
-45
| -2% | -$8.33K | 0.06% | 150 |
|
|
2024
Q3 | $298K | Buy |
1,921
+37
| +2% | +$5.73K | 0.05% | 166 |
|
|
2024
Q2 | $266K | Buy |
1,884
+12
| +0.6% | +$1.69K | 0.05% | 170 |
|
|
2024
Q1 | $297K | Sell |
1,872
-156
| -8% | -$24.8K | 0.06% | 151 |
|
|
2023
Q4 | $205K | Buy |
+2,028
| New | +$205K | 0.04% | 184 |
|