Atwood & Palmer’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
$21.1K Hold
2025
Q2
$17.6K Buy
2025
Q1
Sell
2024
Q4
$15.2K Buy
2015
Q2
Sell
2015
Q1
$16K Hold
2014
Q4
$16K Hold
2014
Q3
$14K Buy