Covestor’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 | $119K | Buy |
728
+644
| +767% | +$105K | 0.07% | 451 |
|
|
2025
Q1 | $13K | Sell |
84
-1,353
| -94% | -$209K | 0.01% | 1369 |
|
|
2024
Q4 | $266K | Buy |
1,437
+152
| +12% | +$28.1K | 0.17% | 84 |
|
|
2024
Q3 | $199K | Buy |
1,285
+365
| +40% | +$56.5K | 0.12% | 174 |
|
|
2024
Q2 | $130K | Buy |
920
+696
| +311% | +$98.3K | 0.08% | 347 |
|
|
2024
Q1 | $35K | Sell |
224
-78
| -26% | -$12.2K | 0.02% | 1012 |
|
|
2023
Q4 | $30K | Sell |
302
-30
| -9% | -$2.98K | 0.02% | 1054 |
|
|
2023
Q3 | $26K | Sell |
332
-12
| -3% | -$940 | 0.02% | 1028 |
|
|
2023
Q2 | $21K | Buy |
344
+112
| +48% | +$6.84K | 0.02% | 1123 |
|
|
2023
Q1 | $14K | Sell |
232
-18
| -7% | -$1.09K | 0.01% | 1165 |
|
|
2022
Q4 | $14K | Buy |
250
+74
| +42% | +$4.14K | 0.01% | 1177 |
|
|
2022
Q3 | $10K | Sell |
176
-1,280
| -88% | -$72.7K | 0.01% | 1282 |
|
|
2022
Q2 | $81K | Buy |
1,456
+36
| +3% | +$2K | 0.06% | 518 |
|
|
2022
Q1 | $103K | Buy |
1,420
+692
| +95% | +$50.2K | 0.07% | 487 |
|
|
2021
Q4 | $62K | Buy |
+728
| New | +$62K | 0.09% | 412 |
|