CreativeOne Wealth’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 | $2.01M | Buy |
12,293
+2,774
| +29% | +$453K | 0.05% | 346 |
|
|
2025
Q1 | $1.5M | Buy |
9,519
+2,088
| +28% | +$330K | 0.05% | 366 |
|
|
2024
Q4 | $1.38M | Buy |
7,431
+1,688
| +29% | +$313K | 0.04% | 376 |
|
|
2024
Q3 | $890K | Buy |
5,743
+2,383
| +71% | +$369K | 0.03% | 464 |
|
|
2024
Q2 | $474K | Sell |
3,360
-1,606
| -32% | -$227K | 0.02% | 491 |
|
|
2024
Q1 | $788K | Buy |
4,966
+2,238
| +82% | +$355K | 0.03% | 433 |
|
|
2023
Q4 | $275K | Buy |
+2,728
| New | +$275K | 0.02% | 527 |
|
|
2023
Q3 | – | Sell |
-4,712
| Closed | -$295K | – | 835 |
|
|
2023
Q2 | $295K | Buy |
4,712
+934
| +25% | +$58.5K | 0.01% | 654 |
|
|
2023
Q1 | $230K | Buy |
+3,778
| New | +$230K | 0.01% | 714 |
|