CVA Family Office’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 | $16.2K | Buy |
99
+11
| +13% | +$1.8K | ﹤0.01% | 732 |
|
|
2025
Q1 | $13.9K | Buy |
88
+6
| +7% | +$949 | ﹤0.01% | 741 |
|
|
2024
Q4 | $15.2K | Buy |
82
+49
| +148% | +$9.07K | ﹤0.01% | 723 |
|
|
2024
Q3 | $5.11K | Buy |
33
+7
| +27% | +$1.08K | ﹤0.01% | 845 |
|
|
2024
Q2 | $3.67K | Buy |
+26
| New | +$3.67K | ﹤0.01% | 873 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$608 | – | 1078 |
|
|
2023
Q1 | $608 | Buy |
+10
| New | +$608 | ﹤0.01% | 930 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1014 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 862 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$3K | – | 1005 |
|
|
2022
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 850 |
|