Continuum Advisory’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 |
-59
| Closed | -$9.33K | – | 1588 |
|
|
2025
Q1 | $9.33K | Sell |
59
-23
| -28% | -$3.64K | ﹤0.01% | 992 |
|
|
2024
Q4 | $15.2K | Sell |
82
-21
| -20% | -$3.89K | ﹤0.01% | 904 |
|
|
2024
Q3 | $13.5K | Buy |
103
+87
| +544% | +$11.4K | ﹤0.01% | 925 |
|
|
2024
Q2 | $2.26K | Sell |
16
-2
| -11% | -$282 | ﹤0.01% | 1267 |
|
|
2024
Q1 | $2.87K | Buy |
+18
| New | +$2.87K | ﹤0.01% | 1197 |
|