Avion Wealth’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 | $4K | Buy |
26
+6
| +30% | +$923 | ﹤0.01% | 696 |
|
|
2025
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 681 |
|
|
2024
Q4 | $3K | Buy |
20
+2
| +11% | +$300 | ﹤0.01% | 678 |
|
|
2024
Q3 | $2K | Sell |
18
-12
| -40% | -$1.33K | ﹤0.01% | 733 |
|
|
2024
Q2 | $4K | Buy |
30
+12
| +67% | +$1.6K | ﹤0.01% | 537 |
|
|
2024
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 638 |
|