Eagle Bay Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32
| Closed | -$5.93K | – | 954 |
|
|
2024
Q4 | $5.93K | Buy |
+32
| New | +$5.93K | ﹤0.01% | 670 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | -$2K | – | 969 |
|
|
2021
Q4 | $2K | Sell |
18
-38
| -68% | -$4.22K | ﹤0.01% | 919 |
|
|
2021
Q3 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 845 |
|