Concord Wealth Partners’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 | $2.16M | Buy |
13,196
+1,390
| +12% | +$227K | 0.31% | 78 |
|
|
2025
Q1 | $1.87M | Sell |
11,806
-12,473
| -51% | -$1.97M | 0.31% | 77 |
|
|
2024
Q4 | $4.5M | Sell |
24,279
-190
| -0.8% | -$35.2K | 0.74% | 32 |
|
|
2024
Q3 | $3.79M | Buy |
24,469
+1,925
| +9% | +$298K | 0.63% | 40 |
|
|
2024
Q2 | $3.18M | Buy |
22,544
+3,966
| +21% | +$560K | 0.56% | 44 |
|
|
2024
Q1 | $2.95M | Buy |
+18,578
| New | +$2.95M | 0.53% | 46 |
|
|
2022
Q3 | – | Sell |
-52
| Closed | -$3K | – | 1170 |
|
|
2022
Q2 | $3K | Buy |
52
+50
| +2,500% | +$2.89K | ﹤0.01% | 975 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1406 |
|