Center For Asset Management’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 | $712K | Sell |
3,817
-178
| -4% | -$33.2K | 0.44% | 53 |
|
|
2025
Q1 | $632K | Buy |
3,995
+105
| +3% | +$16.6K | 0.39% | 58 |
|
|
2024
Q4 | $720K | Sell |
3,890
-68
| -2% | -$12.6K | 0.47% | 50 |
|
|
2024
Q3 | $613K | Sell |
3,958
-3,898
| -50% | -$604K | 0.37% | 59 |
|
|
2024
Q2 | $555K | Buy |
7,856
+4,110
| +110% | +$290K | 0.37% | 60 |
|
|
2024
Q1 | $595K | Sell |
3,746
-130
| -3% | -$20.6K | 0.49% | 45 |
|
|
2023
Q4 | $391K | Sell |
3,876
-390
| -9% | -$39.3K | 0.36% | 64 |
|
|
2023
Q3 | $331K | Sell |
4,266
-226
| -5% | -$17.6K | 0.33% | 79 |
|
|
2023
Q2 | $281K | Buy |
+4,492
| New | +$281K | 0.27% | 85 |
|