Darwin Wealth Management’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 | $5.88K | Hold |
36
| – | – | ﹤0.01% | 397 |
|
|
2025
Q1 | $6.67K | Hold |
36
| – | – | ﹤0.01% | 412 |
|
|
2024
Q4 | $6.67K | Hold |
36
| – | – | ﹤0.01% | 412 |
|
|
2024
Q3 | $5.58K | Buy |
+36
| New | +$5.58K | ﹤0.01% | 445 |
|
|
2024
Q1 | – | Sell |
-3,196
| Closed | -$322K | – | 151 |
|
|
2023
Q4 | $322K | Sell |
3,196
-502
| -14% | -$50.6K | 0.09% | 111 |
|
|
2023
Q3 | $287K | Buy |
3,698
+116
| +3% | +$9.01K | 0.08% | 120 |
|
|
2023
Q2 | $232K | Buy |
+3,582
| New | +$232K | 0.06% | 135 |
|