Cullen Investment Group’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 | $203K | Buy |
+1,243
| New | +$203K | 0.03% | 173 |
|
|
2025
Q1 | – | Sell |
-1,235
| Closed | -$229K | – | 182 |
|
|
2024
Q4 | $229K | Sell |
1,235
-113
| -8% | -$20.9K | 0.03% | 165 |
|
|
2024
Q3 | $209K | Buy |
+1,348
| New | +$209K | 0.03% | 174 |
|
|
2024
Q2 | – | Sell |
-1,340
| Closed | -$208K | – | 186 |
|
|
2024
Q1 | $208K | Buy |
+1,340
| New | +$208K | 0.03% | 172 |
|