Belpointe Asset 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
Q2 | $213K | Buy |
+1,301
| New | +$213K | 0.01% | 858 |
|
|
2023
Q2 | – | Sell |
-3,174
| Closed | -$193K | – | 3392 |
|
|
2023
Q1 | $193K | Buy |
3,174
+118
| +4% | +$7.18K | 0.01% | 962 |
|
|
2022
Q4 | $176K | Sell |
3,056
-1,010
| -25% | -$58.1K | 0.01% | 958 |
|
|
2022
Q3 | $240K | Sell |
4,066
-890
| -18% | -$52.5K | 0.02% | 766 |
|
|
2022
Q2 | $275K | Sell |
4,956
-124
| -2% | -$6.88K | 0.02% | 715 |
|
|
2022
Q1 | $369K | Buy |
5,080
+1,390
| +38% | +$101K | 0.02% | 640 |
|
|
2021
Q4 | $312K | Buy |
3,690
+1,756
| +91% | +$148K | 0.02% | 691 |
|
|
2021
Q3 | $172K | Sell |
1,934
-2,316
| -54% | -$206K | 0.01% | 916 |
|
|
2021
Q2 | $340K | Buy |
4,250
+2,706
| +175% | +$216K | 0.02% | 631 |
|
|
2021
Q1 | $138K | Buy |
+1,544
| New | +$138K | 0.01% | 886 |
|