Envestnet Portfolio Solutions’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 | $1.51M | Buy |
9,240
+6,758
| +272% | +$1.1M | 0.01% | 658 |
|
|
2025
Q1 | $392K | Sell |
2,482
-2,034
| -45% | -$322K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $836K | Buy |
4,516
+255
| +6% | +$47.2K | ﹤0.01% | 1009 |
|
|
2024
Q3 | $660K | Sell |
4,261
-279
| -6% | -$43.2K | ﹤0.01% | 1062 |
|
|
2024
Q2 | $641K | Buy |
4,540
+1,520
| +50% | +$215K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $480K | Sell |
3,020
-206
| -6% | -$32.7K | ﹤0.01% | 1141 |
|
|
2023
Q4 | $325K | Sell |
3,226
-374
| -10% | -$37.7K | ﹤0.01% | 1258 |
|
|
2023
Q3 | $280K | Buy |
+3,600
| New | +$280K | ﹤0.01% | 1263 |
|