Checchi Capital Advisers’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 | $525K | Sell |
3,215
-63
| -2% | -$10.3K | 0.03% | 323 |
|
|
2025
Q1 | $518K | Buy |
3,278
+7
| +0.2% | +$1.11K | 0.03% | 323 |
|
|
2024
Q4 | $606K | Hold |
3,271
| – | – | 0.04% | 279 |
|
|
2024
Q3 | $507K | Sell |
3,271
-97
| -3% | -$15K | 0.03% | 321 |
|
|
2024
Q2 | $476K | Hold |
3,368
| – | – | 0.02% | 328 |
|
|
2024
Q1 | $535K | Hold |
3,368
| – | – | 0.04% | 303 |
|
|
2023
Q4 | $340K | Sell |
3,368
-170
| -5% | -$17.2K | 0.03% | 395 |
|
|
2023
Q3 | $275K | Buy |
+3,538
| New | +$275K | 0.03% | 422 |
|
|
2016
Q3 | – | Sell |
-834
| Closed | -$22K | – | 1217 |
|
|
2016
Q2 | $22K | Buy |
834
+196
| +31% | +$5.17K | ﹤0.01% | 1143 |
|
|
2016
Q1 | $17K | Buy |
+638
| New | +$17K | ﹤0.01% | 1192 |
|