Bruce G. Allen Investments’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 | $3.27K | Buy |
20
+6
| +43% | +$980 | ﹤0.01% | 627 |
|
|
2025
Q1 | $2.21K | Sell |
14
-19
| -58% | -$3K | ﹤0.01% | 690 |
|
|
2024
Q4 | $6.11K | Buy |
33
+31
| +1,550% | +$5.74K | 0.01% | 557 |
|
|
2024
Q3 | $310 | Hold |
2
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q2 | $282 | Hold |
2
| – | – | ﹤0.01% | 921 |
|
|
2024
Q1 | $318 | Hold |
2
| – | – | ﹤0.01% | 898 |
|
|
2023
Q4 | $202 | Buy |
+2
| New | +$202 | ﹤0.01% | 987 |
|