Atwood & Palmer’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 | $17.6K | Buy |
+108
| New | +$17.6K | ﹤0.01% | 334 |
|
|
2025
Q1 | – | Sell |
-82
| Closed | -$15.2K | – | 484 |
|
|
2024
Q4 | $15.2K | Buy |
+82
| New | +$15.2K | ﹤0.01% | 306 |
|
|
2015
Q2 | – | Sell |
-406
| Closed | -$16K | – | 384 |
|
|
2015
Q1 | $16K | Hold |
406
| – | – | ﹤0.01% | 249 |
|
|
2014
Q4 | $16K | Hold |
406
| – | – | ﹤0.01% | 267 |
|
|
2014
Q3 | $14K | Buy |
+406
| New | +$14K | ﹤0.01% | 280 |
|