DWM
Diversify Wealth Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+1,106
| New | +$229K | 0.01% | 497 |
|
|
2025
Q1 | – | Sell |
-5,119
| Closed | -$1.01M | – | 554 |
|
|
2024
Q4 | $1.01M | Buy |
5,119
+1,838
| +56% | +$362K | 0.08% | 221 |
|
|
2024
Q3 | $454K | Buy |
3,281
+412
| +14% | +$57K | 0.04% | 331 |
|
|
2024
Q2 | $386K | Buy |
+2,869
| New | +$386K | 0.05% | 318 |
|