Addison Advisors’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 | $1.96K | Buy |
12
+7
| +140% | +$1.14K | ﹤0.01% | 782 |
|
|
2025
Q1 | $791 | Sell |
5
-12
| -71% | -$1.9K | ﹤0.01% | 786 |
|
|
2024
Q4 | $3.15K | Buy |
17
+5
| +42% | +$926 | ﹤0.01% | 717 |
|
|
2024
Q3 | $1.86K | Buy |
+12
| New | +$1.86K | ﹤0.01% | 743 |
|
|
2022
Q2 | – | Sell |
-62
| Closed | -$4K | – | 783 |
|
|
2022
Q1 | $4K | Hold |
62
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 476 |
|