AFG
Albion Financial Group’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
8,839
+198
| +2% | +$32.3K | 0.09% | 93 |
|
|
2025
Q1 | $1.37M | Sell |
8,641
-3,161
| -27% | -$500K | 0.1% | 102 |
|
|
2024
Q4 | $2.19M | Buy |
11,802
+318
| +3% | +$58.9K | 0.15% | 82 |
|
|
2024
Q3 | $1.78M | Buy |
11,484
+5,701
| +99% | +$883K | 0.12% | 88 |
|
|
2024
Q2 | $1.63M | Buy |
5,783
+53
| +0.9% | +$15K | 0.12% | 84 |
|
|
2024
Q1 | $1.82M | Sell |
5,730
-3,250
| -36% | -$1.03M | 0.14% | 78 |
|
|
2023
Q4 | $1.81M | Sell |
8,980
-107
| -1% | -$21.6K | 0.15% | 78 |
|
|
2023
Q3 | $1.41M | Buy |
9,087
+2,380
| +35% | +$370K | 0.13% | 85 |
|
|
2023
Q2 | $839K | Sell |
6,707
-2,393
| -26% | -$299K | 0.07% | 118 |
|
|
2023
Q1 | $1.11M | Buy |
9,100
+596
| +7% | +$72.5K | 0.1% | 105 |
|
|
2022
Q4 | $977K | Sell |
8,504
-144
| -2% | -$16.5K | 0.09% | 103 |
|
|
2022
Q3 | $1.02M | Buy |
8,648
+130
| +2% | +$15.3K | 0.11% | 100 |
|
|
2022
Q2 | $945K | Buy |
8,518
+417
| +5% | +$46.3K | 0.09% | 108 |
|
|
2022
Q1 | $1.18M | Sell |
8,101
-8
| -0.1% | -$1.16K | 0.1% | 105 |
|
|
2021
Q4 | $1.37M | Buy |
8,109
+79
| +1% | +$13.4K | 0.11% | 104 |
|
|
2021
Q3 | $1.42M | Buy |
8,030
+116
| +1% | +$20.6K | 0.12% | 103 |
|
|
2021
Q2 | $1.26M | Buy |
+7,914
| New | +$1.26M | 0.11% | 110 |
|
|
2020
Q4 | $459K | Buy |
4,506
+1,839
| +69% | +$187K | 0.05% | 145 |
|
|
2020
Q3 | $241K | Buy |
2,667
+167
| +7% | +$15.1K | 0.03% | 196 |
|
|
2020
Q2 | $205K | Buy |
+2,500
| New | +$205K | 0.02% | 202 |
|