Catalina Capital 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
Q2 | $259K | Sell |
1,585
-35
| -2% | -$5.72K | 0.17% | 109 |
|
|
2025
Q1 | $256K | Sell |
1,620
-384
| -19% | -$60.7K | 0.17% | 126 |
|
|
2024
Q4 | $371K | Sell |
2,004
-7
| -0.3% | -$1.3K | 0.12% | 169 |
|
|
2024
Q3 | $312K | Buy |
2,011
+71
| +4% | +$11K | 0.1% | 202 |
|
|
2024
Q2 | $274K | Sell |
1,940
-4
| -0.2% | -$565 | 0.1% | 199 |
|
|
2024
Q1 | $309K | Buy |
+1,944
| New | +$309K | 0.13% | 168 |
|