Aptus Capital Advisors’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 | $364K | Sell |
2,229
-168
| -7% | -$27.4K | ﹤0.01% | 755 |
|
|
2025
Q1 | $379K | Buy |
2,397
+744
| +45% | +$118K | ﹤0.01% | 715 |
|
|
2024
Q4 | $306K | Sell |
1,653
-68
| -4% | -$12.6K | ﹤0.01% | 756 |
|
|
2024
Q3 | $267K | Buy |
+1,721
| New | +$267K | ﹤0.01% | 689 |
|
|
2024
Q2 | – | Sell |
-1,568
| Closed | -$249K | – | 1225 |
|
|
2024
Q1 | $249K | Buy |
+1,568
| New | +$249K | ﹤0.01% | 673 |
|
|
2019
Q3 | – | Sell |
-55,576
| Closed | -$1.81M | – | 455 |
|
|
2019
Q2 | $1.81M | Sell |
55,576
-5,734
| -9% | -$186K | 0.25% | 59 |
|
|
2019
Q1 | $1.72M | Buy |
61,310
+7,838
| +15% | +$220K | 0.29% | 78 |
|
|
2018
Q4 | $1.35M | Buy |
+53,472
| New | +$1.35M | 0.36% | 53 |
|