Costello Asset 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 | $32.7K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2025
Q1 | $31.6K | Buy |
+200
| New | +$31.6K | 0.01% | 289 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$2K | – | 264 |
|
|
2020
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 228 |
|
|
2020
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 230 |
|
|
2020
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 220 |
|