Cooper Financial Group’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 | $604K | Sell |
3,696
-2,369
| -39% | -$387K | 0.07% | 211 |
|
|
2025
Q1 | $959K | Buy |
6,065
+220
| +4% | +$34.8K | 0.13% | 148 |
|
|
2024
Q4 | $1.08M | Buy |
5,845
+360
| +7% | +$66.7K | 0.13% | 128 |
|
|
2024
Q3 | $850K | Sell |
5,485
-387
| -7% | -$60K | 0.11% | 161 |
|
|
2024
Q2 | $829K | Buy |
5,872
+594
| +11% | +$83.9K | 0.12% | 150 |
|
|
2024
Q1 | $838K | Sell |
5,278
-42
| -0.8% | -$6.67K | 0.14% | 141 |
|
|
2023
Q4 | $537K | Buy |
5,320
+34
| +0.6% | +$3.43K | 0.1% | 192 |
|
|
2023
Q3 | $411K | Buy |
5,286
+148
| +3% | +$11.5K | 0.1% | 221 |
|
|
2023
Q2 | $321K | Buy |
5,138
+200
| +4% | +$12.5K | 0.08% | 247 |
|
|
2023
Q1 | $300K | Buy |
4,938
+512
| +12% | +$31.1K | 0.08% | 246 |
|
|
2022
Q4 | $254K | Sell |
4,426
-814
| -16% | -$46.8K | 0.08% | 245 |
|
|
2022
Q3 | $309K | Buy |
5,240
+492
| +10% | +$29K | 0.11% | 180 |
|
|
2022
Q2 | $263K | Buy |
+4,748
| New | +$263K | 0.1% | 199 |
|