Arkadios Wealth 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 | – | Sell |
-1,954
| Closed | -$309K | – | 1284 |
|
|
2025
Q1 | $309K | Buy |
+1,954
| New | +$309K | 0.01% | 893 |
|
|
2021
Q4 | – | Sell |
-66
| Closed | -$5K | – | 1784 |
|
|
2021
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 1621 |
|
|
2021
Q2 | $5K | Buy |
66
+18
| +38% | +$1.36K | ﹤0.01% | 1745 |
|
|
2021
Q1 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 1438 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$4.25K | – | 1161 |
|
|
2020
Q1 | $4.25K | Hold |
200
| – | – | ﹤0.01% | 817 |
|
|
2019
Q4 | $7.4K | Buy |
+200
| New | +$7.4K | ﹤0.01% | 642 |
|