EP Wealth Advisors’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 | $527K | Buy |
3,228
+1,694
| +110% | +$277K | ﹤0.01% | 764 |
|
|
2025
Q1 | $243K | Buy |
1,534
+105
| +7% | +$16.6K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $265K | Sell |
1,429
-127
| -8% | -$23.5K | ﹤0.01% | 928 |
|
|
2024
Q3 | $241K | Sell |
1,556
-174
| -10% | -$27K | ﹤0.01% | 957 |
|
|
2024
Q2 | $244K | Buy |
1,730
+422
| +32% | +$59.6K | ﹤0.01% | 707 |
|
|
2024
Q1 | $208K | Buy |
+1,308
| New | +$208K | ﹤0.01% | 726 |
|