Cassady Schiller Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.9K | Buy |
172
+6
| +4% | +$1.11K | 0.01% | 243 |
|
|
2024
Q3 | $25.7K | Hold |
166
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $23.4K | Hold |
166
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $26.4K | Hold |
166
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $16.7K | Hold |
166
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $12.9K | Hold |
166
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $10.4K | Hold |
166
| – | – | 0.01% | 335 |
|
|
2023
Q1 | $10.1K | Hold |
166
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $9.54K | Buy |
+166
| New | +$9.54K | 0.01% | 321 |
|
|
2022
Q1 | – | Sell |
-166
| Closed | -$14K | – | 610 |
|
|
2021
Q4 | $14K | Buy |
+166
| New | +$14K | 0.01% | 297 |
|