Avior Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-956
| Closed | -$177K | – | 2352 |
|
|
2024
Q4 | $177K | Buy |
956
+14
| +1% | +$2.59K | 0.01% | 739 |
|
|
2024
Q3 | $146K | Sell |
942
-176
| -16% | -$27.3K | 0.01% | 779 |
|
|
2024
Q2 | $158K | Sell |
1,118
-620
| -36% | -$87.5K | 0.01% | 736 |
|
|
2024
Q1 | $276K | Buy |
+1,738
| New | +$276K | 0.01% | 609 |
|
|
2023
Q2 | – | Sell |
-68
| Closed | -$4.14K | – | 1689 |
|
|
2023
Q1 | $4.14K | Buy |
+68
| New | +$4.14K | ﹤0.01% | 1253 |
|
|
2022
Q3 | – | Sell |
-2,822
| Closed | -$156K | – | 1315 |
|
|
2022
Q2 | $156K | Hold |
2,822
| – | – | 0.02% | 448 |
|
|
2022
Q1 | $204K | Hold |
2,822
| – | – | 0.02% | 431 |
|
|
2021
Q4 | $238K | Hold |
2,822
| – | – | 0.02% | 410 |
|
|
2021
Q3 | $250K | Buy |
+2,822
| New | +$250K | 0.02% | 398 |
|