Empirical Wealth Management’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 | $660K | Buy |
4,040
+881
| +28% | +$144K | 0.01% | 377 |
|
|
2025
Q1 | $499K | Buy |
3,159
+81
| +3% | +$12.8K | 0.01% | 401 |
|
|
2024
Q4 | $570K | Sell |
3,078
-186
| -6% | -$34.4K | 0.02% | 363 |
|
|
2024
Q3 | $506K | Sell |
3,264
-872
| -21% | -$135K | 0.01% | 363 |
|
|
2024
Q2 | $584K | Sell |
4,136
-70
| -2% | -$9.89K | 0.02% | 328 |
|
|
2024
Q1 | $668K | Buy |
4,206
+658
| +19% | +$104K | 0.02% | 297 |
|
|
2023
Q4 | $358K | Sell |
3,548
-318
| -8% | -$32.1K | 0.01% | 368 |
|
|
2023
Q3 | $300K | Sell |
3,866
-150
| -4% | -$11.7K | 0.01% | 367 |
|
|
2023
Q2 | $251K | Sell |
4,016
-50
| -1% | -$3.13K | 0.01% | 398 |
|
|
2023
Q1 | $247K | Buy |
+4,066
| New | +$247K | 0.01% | 420 |
|
|
2022
Q2 | – | Sell |
-4,018
| Closed | -$292K | – | 536 |
|
|
2022
Q1 | $292K | Buy |
+4,018
| New | +$292K | 0.01% | 408 |
|