Confluence Wealth Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $495K | Hold |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $2.22M | Sell |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $336K | Hold |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $365K | Buy |
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