Buttonwood Financial Advisors’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 | $557K | Hold |
3,408
| – | – | 0.22% | 66 |
|
|
2025
Q1 | $539K | Sell |
3,408
-1,085
| -24% | -$172K | 0.24% | 68 |
|
|
2024
Q4 | $832K | Buy |
4,493
+1
| +0% | +$185 | 0.37% | 53 |
|
|
2024
Q3 | $696K | Sell |
4,492
-264
| -6% | -$40.9K | 0.3% | 57 |
|
|
2024
Q2 | $672K | Sell |
4,756
-120
| -2% | -$16.9K | 0.32% | 55 |
|
|
2024
Q1 | $774K | Sell |
4,876
-490
| -9% | -$77.8K | 0.36% | 54 |
|
|
2023
Q4 | $541K | Buy |
5,366
+10
| +0.2% | +$1.01K | 0.3% | 67 |
|
|
2023
Q3 | $416K | Buy |
5,356
+2,072
| +63% | +$161K | 0.26% | 73 |
|
|
2023
Q2 | $205K | Buy |
+3,284
| New | +$205K | 0.13% | 95 |
|