CoreCap Advisors’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
Q3 | $17.2K | Buy |
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|
2025
Q2 | $12.7K | Sell |
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|
2025
Q1 | $32.3K | Buy |
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|
2024
Q4 | $14.6K | Buy |
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|
2024
Q3 | $10.7K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $300K | Buy |
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|
2022
Q4 | $43.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $374K | Buy |
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