Bogart Wealth LLC’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 | $66.8K | Buy |
409
+3
| +0.7% | +$490 | ﹤0.01% | 392 |
|
|
2025
Q1 | $64.2K | Hold |
406
| – | – | ﹤0.01% | 370 |
|
|
2024
Q4 | $75.2K | Hold |
406
| – | – | ﹤0.01% | 339 |
|
|
2024
Q3 | $62.9K | Buy |
406
+6
| +2% | +$930 | ﹤0.01% | 366 |
|
|
2024
Q2 | $56.5K | Hold |
400
| – | – | ﹤0.01% | 385 |
|
|
2024
Q1 | $63.5K | Hold |
400
| – | – | ﹤0.01% | 348 |
|
|
2023
Q4 | $40.4K | Hold |
400
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $31.1K | Hold |
400
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $25K | Buy |
+400
| New | +$25K | ﹤0.01% | 427 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$20K | – | 724 |
|
|
2020
Q4 | $20K | Buy |
+400
| New | +$20K | ﹤0.01% | 267 |
|