Empirical Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
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|
2025
Q1 | $499K | Buy |
|
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|
2024
Q4 | $570K | Sell |
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|
2024
Q3 | $506K | Sell |
|
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|
2024
Q2 | $584K | Sell |
|
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|
2024
Q1 | $668K | Buy |
|
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $247K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $292K | Buy |
|