Caitlin John’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75
| Closed | -$13.9K | – | 798 |
|
|
2024
Q4 | $13.9K | Hold |
75
| – | – | 0.01% | 410 |
|
|
2024
Q3 | $9.69K | Sell |
75
-1
| -1% | -$129 | 0.01% | 484 |
|
|
2024
Q2 | $10.6K | Sell |
76
-68
| -47% | -$9.5K | 0.01% | 445 |
|
|
2024
Q1 | $23K | Sell |
144
-46
| -24% | -$7.35K | 0.02% | 333 |
|
|
2023
Q4 | $19.1K | Buy |
+190
| New | +$19.1K | 0.02% | 347 |
|