Ethic Inc’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 | $2.02M | Buy |
12,279
+7,439
| +154% | +$1.22M | 0.04% | 433 |
|
|
2025
Q1 | $769K | Sell |
4,840
-2,513
| -34% | -$399K | 0.02% | 659 |
|
|
2024
Q4 | $1.36M | Buy |
7,353
+5,297
| +258% | +$981K | 0.03% | 517 |
|
|
2024
Q3 | $653K | Sell |
2,056
-2,498
| -55% | -$793K | 0.02% | 695 |
|
|
2024
Q2 | $643K | Buy |
4,554
+442
| +11% | +$62.4K | 0.02% | 696 |
|
|
2024
Q1 | $653K | Sell |
4,112
-632
| -13% | -$100K | 0.02% | 694 |
|
|
2023
Q4 | $479K | Buy |
4,744
+1,716
| +57% | +$173K | 0.01% | 743 |
|
|
2023
Q3 | $235K | Buy |
+3,028
| New | +$235K | 0.01% | 882 |
|