Evergreen Capital 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 | $680K | Sell |
4,164
-423
| -9% | -$69.1K | 0.02% | 454 |
|
|
2025
Q1 | $725K | Sell |
4,587
-151
| -3% | -$23.9K | 0.02% | 392 |
|
|
2024
Q4 | $877K | Buy |
4,738
+1,518
| +47% | +$281K | 0.03% | 363 |
|
|
2024
Q3 | $499K | Sell |
3,220
-1,142
| -26% | -$177K | 0.02% | 497 |
|
|
2024
Q2 | $616K | Buy |
4,362
+1,438
| +49% | +$203K | 0.02% | 418 |
|
|
2024
Q1 | $464K | Buy |
2,924
+118
| +4% | +$18.7K | 0.02% | 467 |
|
|
2023
Q4 | $283K | Sell |
2,806
-6
| -0.2% | -$605 | 0.01% | 618 |
|
|
2023
Q3 | $218K | Buy |
+2,812
| New | +$218K | 0.01% | 675 |
|
|
2023
Q2 | – | Sell |
-3,742
| Closed | -$228K | – | 840 |
|
|
2023
Q1 | $228K | Buy |
+3,742
| New | +$228K | 0.01% | 616 |
|
|
2021
Q4 | – | Sell |
-2,270
| Closed | -$201K | – | 654 |
|
|
2021
Q3 | $201K | Buy |
+2,270
| New | +$201K | 0.01% | 550 |
|
|
2021
Q2 | – | Sell |
-2,270
| Closed | -$203K | – | 558 |
|
|
2021
Q1 | $203K | Buy |
+2,270
| New | +$203K | 0.01% | 476 |
|