Atlas 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 | $1.06M | Hold |
6,512
| – | – | 0.13% | 138 |
|
|
2025
Q1 | $1.03M | Hold |
6,512
| – | – | 0.13% | 146 |
|
|
2024
Q4 | $1.21M | Hold |
6,512
| – | – | 0.15% | 116 |
|
|
2024
Q3 | $1.01M | Buy |
6,512
+492
| +8% | +$76.2K | 0.15% | 122 |
|
|
2024
Q2 | $850K | Sell |
6,020
-1,000
| -14% | -$141K | 0.11% | 145 |
|
|
2024
Q1 | $1.11M | Sell |
7,020
-48
| -0.7% | -$7.62K | 0.17% | 106 |
|
|
2023
Q4 | $713K | Buy |
7,068
+1,146
| +19% | +$116K | 0.1% | 159 |
|
|
2023
Q3 | $460K | Buy |
+5,922
| New | +$460K | 0.08% | 200 |
|
|
2022
Q3 | – | Sell |
-130
| Closed | -$7.21K | – | 1015 |
|
|
2022
Q2 | $7.21K | Hold |
130
| – | – | ﹤0.01% | 792 |
|
|
2022
Q1 | $9.43K | Hold |
130
| – | – | ﹤0.01% | 713 |
|
|
2021
Q4 | $11K | Hold |
130
| – | – | ﹤0.01% | 707 |
|
|
2021
Q3 | $11.5K | Hold |
130
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $10.4K | Hold |
130
| – | – | ﹤0.01% | 736 |
|
|
2021
Q1 | $11.6K | Buy |
+130
| New | +$11.6K | ﹤0.01% | 658 |
|