Atria Investments’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 | $230K | Buy |
+1,405
| New | +$230K | ﹤0.01% | 1842 |
|
|
2025
Q1 | – | Sell |
-2,510
| Closed | -$465K | – | 2013 |
|
|
2024
Q4 | $465K | Sell |
2,510
-50
| -2% | -$9.26K | 0.01% | 1363 |
|
|
2024
Q3 | $397K | Buy |
2,560
+1,050
| +70% | +$163K | ﹤0.01% | 1452 |
|
|
2024
Q2 | $213K | Buy |
+1,510
| New | +$213K | ﹤0.01% | 1787 |
|
|
2018
Q4 | – | Sell |
-9,614
| Closed | -$316K | – | 1020 |
|
|
2018
Q3 | $316K | Buy |
+9,614
| New | +$316K | 0.01% | 755 |
|
|
2015
Q2 | – | Sell |
-5,112
| Closed | -$204K | – | 431 |
|
|
2015
Q1 | $204K | Sell |
5,112
-1,522
| -23% | -$60.7K | 0.02% | 384 |
|
|
2014
Q4 | $251K | Sell |
6,634
-612
| -8% | -$23.2K | 0.03% | 365 |
|
|
2014
Q3 | $241K | Buy |
+7,246
| New | +$241K | 0.02% | 410 |
|