Ehrlich Financial Group’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 | $228K | Hold |
1,396
| – | – | 0.15% | 98 |
|
|
2025
Q1 | $221K | Hold |
1,396
| – | – | 0.16% | 93 |
|
|
2024
Q4 | $259K | Hold |
1,396
| – | – | 0.18% | 91 |
|
|
2024
Q3 | $216K | Buy |
+1,396
| New | +$216K | 0.15% | 104 |
|
|
2024
Q2 | – | Sell |
-1,714
| Closed | -$272K | – | 118 |
|
|
2024
Q1 | $272K | Buy |
+1,714
| New | +$272K | 0.23% | 79 |
|