Canopy Partners’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 | $318K | Hold |
1,948
| – | – | 0.12% | 146 |
|
|
2025
Q1 | $308K | Sell |
1,948
-245
| -11% | -$38.7K | 0.12% | 138 |
|
|
2024
Q4 | $406K | Hold |
2,193
| – | – | 0.16% | 113 |
|
|
2024
Q3 | $340K | Sell |
2,193
-41
| -2% | -$6.35K | 0.15% | 130 |
|
|
2024
Q2 | $315K | Buy |
2,234
+402
| +22% | +$56.8K | 0.15% | 126 |
|
|
2024
Q1 | $291K | Buy |
+1,832
| New | +$291K | 0.14% | 133 |
|