EDMP Inc’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 | $216K | Hold |
1,322
| – | – | 0.18% | 67 |
|
|
2025
Q1 | $209K | Sell |
1,322
-330
| -20% | -$52.2K | 0.18% | 68 |
|
|
2024
Q4 | $306K | Hold |
1,652
| – | – | 0.29% | 54 |
|
|
2024
Q3 | $256K | Hold |
1,652
| – | – | 0.21% | 71 |
|
|
2024
Q2 | $233K | Sell |
1,652
-584
| -26% | -$82.5K | 0.21% | 70 |
|
|
2024
Q1 | $355K | Hold |
2,236
| – | – | 0.3% | 59 |
|
|
2023
Q4 | $226K | Buy |
+2,236
| New | +$226K | 0.21% | 67 |
|
|
2021
Q2 | – | Sell |
-2,236
| Closed | -$200K | – | 53 |
|
|
2021
Q1 | $200K | Buy |
+2,236
| New | +$200K | 0.21% | 51 |
|