American Money Management’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 | $319K | Buy |
1,956
+9
| +0.5% | +$1.47K | 0.06% | 117 |
|
|
2025
Q1 | $308K | Buy |
1,947
+5
| +0.3% | +$791 | 0.06% | 113 |
|
|
2024
Q4 | $360K | Sell |
1,942
-324
| -14% | -$60K | 0.07% | 112 |
|
|
2024
Q3 | $351K | Buy |
2,266
+8
| +0.4% | +$1.24K | 0.07% | 112 |
|
|
2024
Q2 | $319K | Buy |
2,258
+8
| +0.4% | +$1.13K | 0.07% | 112 |
|
|
2024
Q1 | $357K | Buy |
2,250
+10
| +0.4% | +$1.59K | 0.07% | 105 |
|
|
2023
Q4 | $226K | Buy |
+2,240
| New | +$226K | 0.05% | 127 |
|
|
2021
Q4 | – | Sell |
-2,208
| Closed | -$196K | – | 146 |
|
|
2021
Q3 | $196K | Buy |
+2,208
| New | +$196K | 0.06% | 138 |
|