AdvisorShares Investments’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 | – | Sell |
-2,690
| Closed | -$498K | – | 322 |
|
|
2024
Q4 | $498K | Buy |
+2,690
| New | +$498K | 0.1% | 111 |
|
|
2023
Q4 | – | Sell |
-6,312
| Closed | -$490K | – | 321 |
|
|
2023
Q3 | $490K | Sell |
6,312
-144
| -2% | -$11.2K | 0.13% | 56 |
|
|
2023
Q2 | $404K | Buy |
+6,456
| New | +$404K | 0.12% | 123 |
|
|
2023
Q1 | – | Sell |
-6,104
| Closed | -$351K | – | 353 |
|
|
2022
Q4 | $351K | Sell |
6,104
-212
| -3% | -$12.2K | 0.1% | 185 |
|
|
2022
Q3 | $372K | Buy |
+6,316
| New | +$372K | 0.1% | 195 |
|