Atticus Wealth Management’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
Q3 | – | Sell |
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|
2025
Q2 | $20.4K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $670 | Hold |
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|
2024
Q1 | $751 | Sell |
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|
2023
Q4 | $1.68K | Sell |
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|
2023
Q3 | $1.6K | Hold |
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|
2023
Q2 | $1.28K | Hold |
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|
2023
Q1 | $1.23K | Hold |
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|
2022
Q4 | $1.16K | Sell |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $39K | Buy |
|