Bogart Wealth LLC’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $80.5K | Buy |
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|
2025
Q2 | $66.8K | Buy |
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|
2025
Q1 | $64.2K | Hold |
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|
2024
Q4 | $75.2K | Hold |
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|
2024
Q3 | $62.9K | Buy |
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|
2024
Q2 | $56.5K | Hold |
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|
2024
Q1 | $63.5K | Hold |
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|
2023
Q4 | $40.4K | Hold |
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|
2023
Q3 | $31.1K | Hold |
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|
2023
Q2 | $25K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $20K | Buy |
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