Dorsey Wright & Associates’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 | – | Sell |
-2,026
| Closed | -$320K | – | 160 |
|
2025
Q1 | $320K | Sell |
2,026
-41
| -2% | -$6.48K | 0.08% | 110 |
|
2024
Q4 | $383K | Sell |
2,067
-15
| -0.7% | -$2.78K | 0.09% | 110 |
|
2024
Q3 | $323K | Sell |
2,082
-6
| -0.3% | -$931 | 0.08% | 110 |
|
2024
Q2 | $295K | Sell |
2,088
-522
| -20% | -$73.8K | 0.08% | 111 |
|
2024
Q1 | $414K | Buy |
+2,610
| New | +$414K | 0.11% | 108 |
|
2022
Q1 | – | Sell |
-25,676
| Closed | -$2.17M | – | 354 |
|
2021
Q4 | $2.17M | Buy |
25,676
+38
| +0.1% | +$3.21K | 0.45% | 100 |
|
2021
Q3 | $2.27M | Sell |
25,638
-780
| -3% | -$69.2K | 0.5% | 97 |
|
2021
Q2 | $2.11M | Buy |
+26,418
| New | +$2.11M | 0.45% | 102 |
|