Atomi Financial Group’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 | $260K | Buy |
1,592
+107
| +7% | +$17.5K | 0.01% | 893 |
|
|
2025
Q1 | $235K | Sell |
1,485
-55
| -4% | -$8.7K | 0.01% | 892 |
|
|
2024
Q4 | $285K | Buy |
1,540
+104
| +7% | +$19.3K | 0.01% | 748 |
|
|
2024
Q3 | $222K | Sell |
1,436
-192
| -12% | -$29.7K | 0.01% | 808 |
|
|
2024
Q2 | $230K | Buy |
1,628
+266
| +20% | +$37.5K | 0.02% | 690 |
|
|
2024
Q1 | $216K | Buy |
+1,362
| New | +$216K | 0.02% | 647 |
|