Bison Wealth’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $227K | Buy |
+1,228
| New | +$227K | 0.05% | 278 |
|
|
2024
Q3 | – | Sell |
-1,368
| Closed | -$217K | – | 482 |
|
|
2024
Q2 | $217K | Hold |
1,368
| – | – | 0.04% | 383 |
|
|
2024
Q1 | $217K | Sell |
1,368
-932
| -41% | -$148K | 0.04% | 383 |
|
|
2023
Q4 | $232K | Buy |
+2,300
| New | +$232K | 0.04% | 355 |
|