Chicago Partners Investment 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 | $302K | Buy |
1,643
+157
| +11% | +$28.8K | 0.01% | 837 |
|
|
2025
Q1 | $234K | Buy |
+1,486
| New | +$234K | 0.01% | 792 |
|
|
2015
Q3 | – | Sell |
-238
| Closed | -$9K | – | 459 |
|
|
2015
Q2 | $9K | Hold |
238
| – | – | ﹤0.01% | 354 |
|
|
2015
Q1 | $9K | Sell |
238
-212
| -47% | -$8.02K | ﹤0.01% | 361 |
|
|
2014
Q4 | $17K | Buy |
+450
| New | +$17K | 0.01% | 308 |
|