BOK Financial Private Wealth’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 | – | Sell |
-44
| Closed | -$6.96K | – | 507 |
|
|
2025
Q1 | $6.96K | Buy |
+44
| New | +$6.96K | ﹤0.01% | 411 |
|
|
2023
Q2 | – | Sell |
-28
| Closed | -$1.7K | – | 469 |
|
|
2023
Q1 | $1.7K | Buy |
+28
| New | +$1.7K | ﹤0.01% | 439 |
|
|
2022
Q3 | – | Sell |
-312
| Closed | -$17K | – | 408 |
|
|
2022
Q2 | $17K | Buy |
+312
| New | +$17K | ﹤0.01% | 321 |
|