Citizens Financial 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 | $269K | Buy |
1,649
+202
| +14% | +$33K | ﹤0.01% | 599 |
|
|
2025
Q1 | $229K | Buy |
1,447
+341
| +31% | +$53.9K | ﹤0.01% | 564 |
|
|
2024
Q4 | $205K | Buy |
+1,106
| New | +$205K | ﹤0.01% | 557 |
|
|
2023
Q2 | – | Sell |
-6,370
| Closed | -$388K | – | 470 |
|
|
2023
Q1 | $388K | Buy |
6,370
+2,540
| +66% | +$155K | 0.01% | 322 |
|
|
2022
Q4 | $220K | Buy |
+3,830
| New | +$220K | 0.01% | 393 |
|
|
2022
Q1 | – | Sell |
-4,108
| Closed | -$347K | – | 466 |
|
|
2021
Q4 | $347K | Buy |
4,108
+2
| +0% | +$169 | 0.01% | 346 |
|
|
2021
Q3 | $364K | Buy |
+4,106
| New | +$364K | 0.01% | 332 |
|
|
2020
Q3 | – | Sell |
-264
| Closed | -$11K | – | 947 |
|
|
2020
Q2 | $11K | Sell |
264
-658
| -71% | -$27.4K | ﹤0.01% | 756 |
|
|
2020
Q1 | $20K | Sell |
922
-56
| -6% | -$1.22K | ﹤0.01% | 607 |
|
|
2019
Q4 | $36K | Buy |
+978
| New | +$36K | ﹤0.01% | 500 |
|