DPW
DiNuzzo Private Wealth’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56K | Sell |
34
-1
| -3% | -$163 | ﹤0.01% | 350 |
|
|
2025
Q1 | $5.53K | Buy |
35
+1
| +3% | +$158 | ﹤0.01% | 340 |
|
|
2024
Q4 | $6.3K | Buy |
34
+1
| +3% | +$185 | ﹤0.01% | 307 |
|
|
2024
Q3 | $5.11K | Buy |
33
+20
| +154% | +$3.1K | ﹤0.01% | 351 |
|
|
2024
Q2 | $3.67K | Buy |
13
+2
| +18% | +$565 | ﹤0.01% | 345 |
|
|
2024
Q1 | $3.49K | Hold |
11
| – | – | ﹤0.01% | 314 |
|
|
2023
Q4 | $2.22K | Buy |
+11
| New | +$2.22K | ﹤0.01% | 400 |
|