Diversify Advisory Services’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 | $564K | Buy |
+2,726
| New | +$564K | 0.02% | 496 |
|
|
2025
Q1 | – | Sell |
-1,863
| Closed | -$367K | – | 697 |
|
|
2024
Q4 | $367K | Sell |
1,863
-1,363
| -42% | -$268K | 0.02% | 439 |
|
|
2024
Q3 | $451K | Sell |
3,226
-3,064
| -49% | -$429K | 0.02% | 395 |
|
|
2024
Q2 | $447K | Sell |
6,290
-1,184
| -16% | -$84.2K | 0.02% | 405 |
|
|
2024
Q1 | $1.18M | Buy |
+7,474
| New | +$1.18M | 0.07% | 220 |
|