Ashton Thomas Private Wealth’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 | $1.06M | Buy |
6,468
+1,359
| +27% | +$222K | 0.04% | 405 |
|
|
2025
Q1 | $808K | Buy |
5,109
+289
| +6% | +$45.7K | 0.03% | 432 |
|
|
2024
Q4 | $893K | Buy |
+4,820
| New | +$893K | 0.03% | 405 |
|
|
2024
Q3 | – | Sell |
-148
| Closed | -$20.9K | – | 1858 |
|
|
2024
Q2 | $20.9K | Sell |
148
-7,860
| -98% | -$1.11M | ﹤0.01% | 1147 |
|
|
2024
Q1 | $1.27M | Sell |
8,008
-5,248
| -40% | -$833K | 0.07% | 270 |
|
|
2023
Q4 | $1.34M | Sell |
13,256
-2,622
| -17% | -$265K | 0.08% | 248 |
|
|
2023
Q3 | $1.23M | Sell |
15,878
-156
| -1% | -$12.1K | 0.09% | 243 |
|
|
2023
Q2 | $1M | Sell |
16,034
-1,708
| -10% | -$107K | 0.08% | 267 |
|
|
2023
Q1 | $1.08M | Buy |
+17,742
| New | +$1.08M | 0.09% | 241 |
|