Capital Analysts LLC’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 | $43K | Hold |
265
| – | – | ﹤0.01% | 851 |
|
|
2025
Q1 | $42K | Hold |
265
| – | – | ﹤0.01% | 831 |
|
|
2024
Q4 | $49K | Hold |
265
| – | – | ﹤0.01% | 755 |
|
|
2024
Q3 | $41K | Buy |
+265
| New | +$41K | ﹤0.01% | 770 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$2K | – | 1224 |
|
|
2023
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1068 |
|