Alliance Wealth Advisors (Utah)’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 |
-5,143
| Closed | -$952K | – | 277 |
|
|
2024
Q4 | $952K | Sell |
5,143
-465
| -8% | -$86.1K | 0.25% | 98 |
|
|
2024
Q3 | $869K | Buy |
5,608
+132
| +2% | +$20.5K | 0.23% | 106 |
|
|
2024
Q2 | $773K | Sell |
5,476
-2,024
| -27% | -$286K | 0.23% | 106 |
|
|
2024
Q1 | $1.19M | Buy |
7,500
+986
| +15% | +$157K | 0.36% | 73 |
|
|
2023
Q4 | $657K | Buy |
6,514
+312
| +5% | +$31.5K | 0.22% | 105 |
|
|
2023
Q3 | $482K | Sell |
6,202
-4,486
| -42% | -$349K | 0.18% | 123 |
|
|
2023
Q2 | $669K | Buy |
10,688
+574
| +6% | +$35.9K | 0.25% | 97 |
|
|
2023
Q1 | $615K | Buy |
10,114
+670
| +7% | +$40.8K | 0.25% | 97 |
|
|
2022
Q4 | $543K | Buy |
+9,444
| New | +$543K | 0.24% | 101 |
|