Avior 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
Q1 | – | Sell |
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|
2024
Q4 | $177K | Buy |
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|
2024
Q3 | $146K | Sell |
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|
2024
Q2 | $158K | Sell |
|
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|
2024
Q1 | $276K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $4.14K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $156K | Hold |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $250K | Buy |
|