Clarius Group LLC’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 | $341K | Buy |
2,089
+151
| +8% | +$24.7K | 0.02% | 325 |
|
2025
Q1 | $306K | Buy |
1,938
+298
| +18% | +$47.1K | 0.02% | 349 |
|
2024
Q4 | $304K | Buy |
1,640
+9
| +0.6% | +$1.67K | 0.02% | 316 |
|
2024
Q3 | $252K | Buy |
1,631
+7
| +0.4% | +$1.08K | 0.02% | 363 |
|
2024
Q2 | $229K | Buy |
1,624
+2
| +0.1% | +$282 | 0.02% | 382 |
|
2024
Q1 | $258K | Buy |
+1,622
| New | +$258K | 0.02% | 379 |
|