Empirical Asset Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Buy |
+3,658
| New | +$598K | 0.18% | 176 |
|
|
2025
Q1 | – | Sell |
-2,764
| Closed | -$257K | – | 472 |
|
|
2024
Q4 | $257K | Buy |
2,764
+441
| +19% | +$41K | 0.09% | 252 |
|
|
2024
Q3 | $360K | Buy |
2,323
+485
| +26% | +$75.1K | 0.13% | 204 |
|
|
2024
Q2 | $259K | Buy |
1,838
+248
| +16% | +$35K | 0.1% | 274 |
|
|
2024
Q1 | $253K | Buy |
+1,590
| New | +$253K | 0.12% | 224 |
|