Bleakley Financial Group’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 |
-2,092
| Closed | -$387K | – | 1021 |
|
|
2024
Q4 | $387K | Sell |
2,092
-212
| -9% | -$39.3K | 0.01% | 693 |
|
|
2024
Q3 | $357K | Buy |
2,304
+242
| +12% | +$37.5K | 0.01% | 707 |
|
|
2024
Q2 | $291K | Sell |
2,062
-336
| -14% | -$47.4K | 0.01% | 760 |
|
|
2024
Q1 | $381K | Buy |
2,398
+142
| +6% | +$22.5K | 0.01% | 693 |
|
|
2023
Q4 | $228K | Buy |
+2,256
| New | +$228K | 0.01% | 816 |
|