CWM
Cahaba Wealth Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
1,492
| – | – | 0.02% | 133 |
|
|
2025
Q1 | $236K | Hold |
1,492
| – | – | 0.02% | 133 |
|
|
2024
Q4 | $276K | Hold |
1,492
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $231K | Buy |
1,492
+746
| +100% | +$116K | 0.02% | 133 |
|
|
2024
Q2 | $211K | Sell |
746
-120
| -14% | -$33.9K | 0.02% | 141 |
|
|
2024
Q1 | $275K | Buy |
+866
| New | +$275K | 0.03% | 122 |
|
|
2022
Q1 | – | Sell |
-1,429
| Closed | -$242K | – | 151 |
|
|
2021
Q4 | $242K | Buy |
1,429
+50
| +4% | +$8.47K | 0.03% | 131 |
|
|
2021
Q3 | $244K | Buy |
+1,379
| New | +$244K | 0.04% | 120 |
|