Atticus Wealth Management’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 | $20.4K | Buy |
+125
| New | +$20.4K | 0.01% | 411 |
|
|
2024
Q3 | – | Sell |
-4
| Closed | -$670 | – | 560 |
|
|
2024
Q2 | $670 | Hold |
4
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $751 | Sell |
4
-12
| -75% | -$2.25K | ﹤0.01% | 512 |
|
|
2023
Q4 | $1.68K | Sell |
16
-4
| -20% | -$420 | ﹤0.01% | 492 |
|
|
2023
Q3 | $1.6K | Hold |
20
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $1.28K | Hold |
20
| – | – | ﹤0.01% | 524 |
|
|
2023
Q1 | $1.23K | Hold |
20
| – | – | ﹤0.01% | 493 |
|
|
2022
Q4 | $1.16K | Sell |
20
-16
| -44% | -$926 | ﹤0.01% | 483 |
|
|
2022
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 519 |
|
|
2022
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 552 |
|
|
2021
Q4 | – | Sell |
-442
| Closed | -$39K | – | 499 |
|
|
2021
Q3 | $39K | Buy |
+442
| New | +$39K | 0.02% | 264 |
|