Arax Advisory Partners’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 | $71.9K | Sell |
387
-27
| -7% | -$5.02K | ﹤0.01% | 1081 |
|
|
2025
Q1 | $65.5K | Buy |
414
+252
| +156% | +$39.8K | ﹤0.01% | 859 |
|
|
2024
Q4 | $30K | Buy |
162
+31
| +24% | +$5.73K | ﹤0.01% | 1066 |
|
|
2024
Q3 | $20.2K | Buy |
131
+43
| +49% | +$6.64K | ﹤0.01% | 1079 |
|
|
2024
Q2 | $12.3K | Buy |
88
+20
| +29% | +$2.8K | ﹤0.01% | 1169 |
|
|
2024
Q1 | $10.6K | Buy |
68
+2
| +3% | +$313 | ﹤0.01% | 767 |
|
|
2023
Q4 | $6.74K | Sell |
66
-10
| -13% | -$1.02K | ﹤0.01% | 829 |
|
|
2023
Q3 | $5.94K | Hold |
76
| – | – | ﹤0.01% | 842 |
|
|
2023
Q2 | $4.76K | Buy |
76
+66
| +660% | +$4.13K | ﹤0.01% | 874 |
|
|
2023
Q1 | $609 | Buy |
10
+8
| +400% | +$487 | ﹤0.01% | 1167 |
|
|
2022
Q4 | $115 | Sell |
2
-12
| -86% | -$690 | ﹤0.01% | 1249 |
|
|
2022
Q3 | $1K | Sell |
14
-14
| -50% | -$1K | ﹤0.01% | 1175 |
|
|
2022
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 974 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$2K | – | 1083 |
|
|
2021
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 864 |
|