AWM
Absher Wealth Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
3,506
+130
| +4% | +$21.2K | 0.07% | 53 |
|
|
2025
Q1 | $534K | Buy |
3,376
+27
| +0.8% | +$4.27K | 0.07% | 54 |
|
|
2024
Q4 | $620K | Buy |
3,349
+43
| +1% | +$7.96K | 0.08% | 53 |
|
|
2024
Q3 | $512K | Buy |
3,306
+1,633
| +98% | +$253K | 0.07% | 54 |
|
|
2024
Q2 | $472K | Sell |
1,673
-36
| -2% | -$10.2K | 0.07% | 49 |
|
|
2024
Q1 | $543K | Sell |
1,709
-19
| -1% | -$6.03K | 0.08% | 44 |
|
|
2023
Q4 | $349K | Sell |
1,728
-90
| -5% | -$18.2K | 0.05% | 50 |
|
|
2023
Q3 | $283K | Sell |
1,818
-9
| -0.5% | -$1.4K | 0.05% | 50 |
|
|
2023
Q2 | $229K | Sell |
1,827
-18
| -1% | -$2.25K | 0.04% | 51 |
|
|
2023
Q1 | $224K | Buy |
1,845
+50
| +3% | +$6.08K | 0.04% | 52 |
|
|
2022
Q4 | $206K | Buy |
+1,795
| New | +$206K | 0.04% | 50 |
|
|
2022
Q1 | – | Sell |
-1,327
| Closed | -$224K | – | 59 |
|
|
2021
Q4 | $224K | Sell |
1,327
-25
| -2% | -$4.22K | 0.04% | 55 |
|
|
2021
Q3 | $240K | Buy |
1,352
+81
| +6% | +$14.4K | 0.04% | 59 |
|
|
2021
Q2 | $203K | Sell |
1,271
-278
| -18% | -$44.4K | 0.04% | 72 |
|
|
2021
Q1 | $278K | Buy |
+1,549
| New | +$278K | 0.05% | 62 |
|
|
2020
Q1 | – | Sell |
-2,702
| Closed | -$202K | – | 74 |
|
|
2019
Q4 | $202K | Buy |
+2,702
| New | +$202K | 0.05% | 69 |
|