Caprock Group’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 | $2.42M | Buy |
15,295
+6,282
| +70% | +$993K | 0.07% | 245 |
|
|
2024
Q4 | $1.67M | Buy |
9,013
+310
| +4% | +$57.4K | 0.05% | 307 |
|
|
2024
Q3 | $1.35M | Sell |
8,703
-1,183
| -12% | -$183K | 0.05% | 322 |
|
|
2024
Q2 | $1.4M | Buy |
9,886
+8,410
| +570% | +$1.19M | 0.06% | 295 |
|
|
2024
Q1 | $234K | Buy |
+1,476
| New | +$234K | 0.01% | 638 |
|