Atria Wealth Solutions’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $575K | Sell |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $954K | Buy |
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|
2022
Q2 | $826K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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