Christensen King & Associates Investment Services’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 | $203K | Hold |
1,240
| – | – | 0.09% | 100 |
|
|
2025
Q1 | $210K | Sell |
1,240
-122
| -9% | -$20.6K | 0.1% | 93 |
|
|
2024
Q4 | $256K | Hold |
1,362
| – | – | 0.12% | 85 |
|
|
2024
Q3 | $211K | Buy |
+1,362
| New | +$211K | 0.1% | 94 |
|
|
2024
Q2 | – | Sell |
-1,362
| Closed | -$216K | – | 97 |
|
|
2024
Q1 | $216K | Buy |
+1,362
| New | +$216K | 0.11% | 91 |
|