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
-125
Closed -$20.4K 648
2025
Q2
$20.4K Buy
+125
New +$19.6K 0.01% 412
2024
Q3
Sell
-4
Closed -$670 558
2024
Q2
$670 Hold
4
﹤0.01% 502
2024
Q1
$751 Sell
4
-12
-75% -$1.39K ﹤0.01% 512
2023
Q4
$1.68K Sell
16
-4
-20% -$346 ﹤0.01% 493
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% -$960 ﹤0.01% 483
2022
Q3
$2K Hold
36
﹤0.01% 519
2022
Q2
$2K Buy
+36
New +$2.33K ﹤0.01% 552
2021
Q4
Sell
-442
Closed -$39K 496
2021
Q3
$39K Buy
+442
New +$37.4K 0.02% 264

Other funds holding WSM