ECA
Elevated Capital Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Hold |
6,066
| – | – | 0.27% | 105 |
|
|
2025
Q1 | $959K | Sell |
6,066
-482
| -7% | -$76.2K | 0.27% | 105 |
|
|
2024
Q4 | $1.21M | Sell |
6,548
-621
| -9% | -$115K | 0.33% | 76 |
|
|
2024
Q3 | $1.11M | Buy |
7,169
+3,586
| +100% | +$556K | 0.3% | 88 |
|
|
2024
Q2 | $1.01M | Buy |
3,583
+158
| +5% | +$44.6K | 0.28% | 89 |
|
|
2024
Q1 | $1.09M | Sell |
3,425
-150
| -4% | -$47.6K | 0.31% | 86 |
|
|
2023
Q4 | $721K | Hold |
3,575
| – | – | 0.23% | 111 |
|
|
2023
Q3 | $556K | Sell |
3,575
-42
| -1% | -$6.53K | 0.19% | 117 |
|
|
2023
Q2 | $453K | Buy |
3,617
+369
| +11% | +$46.2K | 0.15% | 140 |
|
|
2023
Q1 | $395K | Buy |
3,248
+82
| +3% | +$9.98K | 0.14% | 136 |
|
|
2022
Q4 | $364K | Buy |
+3,166
| New | +$364K | 0.14% | 131 |
|