Cary Street Partners Investment Advisory’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 | $21.6K | Buy |
132
+27
| +26% | +$4.41K | 0.01% | 480 |
|
|
2025
Q1 | $16.6K | Buy |
105
+103
| +5,150% | +$16.3K | 0.01% | 455 |
|
|
2024
Q4 | $370 | Sell |
2
-57,314
| -100% | -$10.6M | ﹤0.01% | 505 |
|
|
2024
Q3 | $8.88M | Buy |
57,316
+16
| +0% | +$2.48K | 0.33% | 80 |
|
|
2024
Q2 | $8.09M | Sell |
57,300
-2,358
| -4% | -$333K | 0.33% | 80 |
|
|
2024
Q1 | $9.47M | Buy |
59,658
+874
| +1% | +$139K | 0.4% | 68 |
|
|
2023
Q4 | $5.93M | Buy |
58,784
+1,786
| +3% | +$180K | 0.28% | 95 |
|
|
2023
Q3 | $4.43M | Buy |
56,998
+2,016
| +4% | +$157K | 0.24% | 114 |
|
|
2023
Q2 | $3.44M | Sell |
54,982
-788
| -1% | -$49.3K | 0.22% | 125 |
|
|
2023
Q1 | $3.39M | Buy |
55,770
+232
| +0.4% | +$14.1K | 0.24% | 106 |
|
|
2022
Q4 | $3.19M | Sell |
55,538
-68
| -0.1% | -$3.91K | 0.23% | 113 |
|
|
2022
Q3 | $3.28M | Buy |
55,606
+5,374
| +11% | +$317K | 0.27% | 93 |
|
|
2022
Q2 | $2.79M | Buy |
+50,232
| New | +$2.79M | 0.24% | 107 |
|