Atria Wealth Solutions’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 | $226K | Hold |
1,318
| – | – | 0.01% | 1309 |
|
|
2025
Q1 | $208K | Sell |
1,318
-1,353
| -51% | -$214K | ﹤0.01% | 1685 |
|
|
2024
Q4 | $495K | Buy |
2,671
+1,228
| +85% | +$227K | 0.01% | 1269 |
|
|
2024
Q3 | $224K | Sell |
1,443
-349
| -19% | -$54.1K | ﹤0.01% | 1694 |
|
|
2024
Q2 | $253K | Sell |
1,792
-382
| -18% | -$53.9K | ﹤0.01% | 1593 |
|
|
2024
Q1 | $345K | Buy |
+2,174
| New | +$345K | ﹤0.01% | 1460 |
|
|
2023
Q4 | – | Sell |
-2,878
| Closed | -$224K | – | 2011 |
|
|
2023
Q3 | $224K | Sell |
2,878
-4,990
| -63% | -$388K | ﹤0.01% | 1611 |
|
|
2023
Q2 | $492K | Sell |
7,868
-1,580
| -17% | -$98.8K | 0.01% | 1162 |
|
|
2023
Q1 | $575K | Sell |
9,448
-498
| -5% | -$30.3K | 0.01% | 1048 |
|
|
2022
Q4 | $572K | Sell |
9,946
-6,236
| -39% | -$358K | 0.01% | 1001 |
|
|
2022
Q3 | $954K | Buy |
16,182
+1,300
| +9% | +$76.6K | 0.02% | 724 |
|
|
2022
Q2 | $826K | Buy |
14,882
+52
| +0.4% | +$2.89K | 0.02% | 751 |
|
|
2022
Q1 | $1.08M | Buy |
+14,830
| New | +$1.08M | 0.02% | 701 |
|