Benchmark Financial Wealth Advisors’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 | $458K | Buy |
2,801
+11
| +0.4% | +$1.8K | 0.15% | 69 |
|
|
2025
Q1 | $441K | Buy |
2,790
+7
| +0.3% | +$1.11K | 0.17% | 66 |
|
|
2024
Q4 | $515K | Sell |
2,783
-29
| -1% | -$5.37K | 0.17% | 58 |
|
|
2024
Q3 | $436K | Buy |
2,812
+300
| +12% | +$46.5K | 0.15% | 61 |
|
|
2024
Q2 | $355K | Buy |
2,512
+442
| +21% | +$62.4K | 0.13% | 65 |
|
|
2024
Q1 | $329K | Buy |
+2,070
| New | +$329K | 0.13% | 64 |
|