Adero Partners’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $285K | Buy |
1,801
+39
| +2% | +$6.17K | 0.02% | 186 |
|
|
2024
Q4 | $326K | Sell |
1,762
-545
| -24% | -$101K | 0.02% | 163 |
|
|
2024
Q3 | $357K | Buy |
2,307
+623
| +37% | +$96.5K | 0.02% | 153 |
|
|
2024
Q2 | $238K | Buy |
1,684
+52
| +3% | +$7.34K | 0.02% | 181 |
|
|
2024
Q1 | $259K | Buy |
+1,632
| New | +$259K | 0.02% | 168 |
|