Astoria Portfolio 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 | $526K | Buy |
2,913
+156
| +6% | +$28.2K | 0.15% | 126 |
|
|
2025
Q1 | $402K | Buy |
2,757
+923
| +50% | +$135K | 0.14% | 135 |
|
|
2024
Q4 | $353K | Sell |
1,834
-20
| -1% | -$3.85K | 0.13% | 141 |
|
|
2024
Q3 | $268K | Sell |
1,854
-188
| -9% | -$27.1K | 0.09% | 159 |
|
|
2024
Q2 | $288K | Sell |
2,042
-256
| -11% | -$36.1K | 0.1% | 136 |
|
|
2024
Q1 | $331K | Sell |
2,298
-96
| -4% | -$13.8K | 0.13% | 114 |
|
|
2023
Q4 | $245K | Buy |
+2,394
| New | +$245K | 0.1% | 154 |
|