Cadence Bank’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 | $821K | Hold |
5,028
| – | – | 0.05% | 187 |
|
|
2025
Q1 | $795K | Sell |
5,028
-618
| -11% | -$97.7K | 0.06% | 182 |
|
|
2024
Q4 | $1.05M | Sell |
5,646
-94
| -2% | -$17.4K | 0.07% | 156 |
|
|
2024
Q3 | $889K | Hold |
5,740
| – | – | 0.06% | 170 |
|
|
2024
Q2 | $810K | Buy |
5,740
+32
| +0.6% | +$4.52K | 0.06% | 152 |
|
|
2024
Q1 | $906K | Buy |
5,708
+20
| +0.4% | +$3.18K | 0.07% | 166 |
|
|
2023
Q4 | $574K | Hold |
5,688
| – | – | 0.05% | 209 |
|
|
2023
Q3 | $442K | Hold |
5,688
| – | – | 0.04% | 229 |
|
|
2023
Q2 | $356K | Buy |
5,688
+122
| +2% | +$7.63K | 0.03% | 256 |
|
|
2023
Q1 | $339K | Hold |
5,566
| – | – | 0.03% | 255 |
|
|
2022
Q4 | $320K | Buy |
5,566
+96
| +2% | +$5.52K | 0.03% | 271 |
|
|
2022
Q3 | $323K | Buy |
+5,470
| New | +$323K | 0.03% | 256 |
|