Congress Wealth Management’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 | – | Sell |
-1,368
| Closed | -$217K | – | 1221 |
|
|
2025
Q1 | $217K | Sell |
1,368
-20,536
| -94% | -$3.25M | ﹤0.01% | 1019 |
|
|
2024
Q4 | $4.06M | Sell |
21,904
-2,156
| -9% | -$399K | 0.06% | 311 |
|
|
2024
Q3 | $3.73M | Buy |
24,060
+740
| +3% | +$115K | 0.05% | 335 |
|
|
2024
Q2 | $3.29M | Sell |
23,320
-6,708
| -22% | -$947K | 0.05% | 294 |
|
|
2024
Q1 | $4.77M | Buy |
30,028
+1,200
| +4% | +$191K | 0.08% | 233 |
|
|
2023
Q4 | $2.91M | Buy |
28,828
+498
| +2% | +$50.2K | 0.05% | 276 |
|
|
2023
Q3 | $2.2M | Sell |
28,330
-9,372
| -25% | -$728K | 0.05% | 291 |
|
|
2023
Q2 | $2.36M | Sell |
37,702
-185,334
| -83% | -$11.6M | 0.05% | 242 |
|
|
2023
Q1 | $13.6M | Buy |
223,036
+8,214
| +4% | +$500K | 0.33% | 70 |
|
|
2022
Q4 | $12.3M | Sell |
214,822
-3,336
| -2% | -$192K | 0.32% | 82 |
|
|
2022
Q3 | $12.9M | Sell |
218,158
-1,320
| -0.6% | -$77.8K | 0.35% | 67 |
|
|
2022
Q2 | $12.2M | Sell |
219,478
-1,414
| -0.6% | -$78.5K | 0.31% | 79 |
|
|
2022
Q1 | $16M | Buy |
220,892
+5,644
| +3% | +$409K | 0.35% | 64 |
|
|
2021
Q4 | $18.2M | Buy |
+215,248
| New | +$18.2M | 0.36% | 70 |
|