Creative Financial Designs’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 |
-1
| Closed | -$158 | – | 2184 |
|
|
2025
Q1 | $158 | Buy |
+1
| New | +$158 | ﹤0.01% | 2001 |
|
|
2020
Q1 | – | Sell |
-158
| Closed | -$6K | – | 647 |
|
|
2019
Q4 | $6K | Hold |
158
| – | – | ﹤0.01% | 456 |
|
|
2019
Q3 | $5K | Buy |
158
+2
| +1% | +$63 | ﹤0.01% | 482 |
|
|
2019
Q2 | $5K | Buy |
156
+2
| +1% | +$64 | ﹤0.01% | 470 |
|
|
2019
Q1 | $4K | Hold |
154
| – | – | ﹤0.01% | 471 |
|
|
2018
Q4 | $4K | Buy |
154
+2
| +1% | +$52 | ﹤0.01% | 464 |
|
|
2018
Q3 | $5K | Hold |
152
| – | – | ﹤0.01% | 543 |
|
|
2018
Q2 | $5K | Buy |
152
+2
| +1% | +$66 | ﹤0.01% | 561 |
|
|
2018
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 537 |
|