Evermay Wealth 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 | $98K | Hold |
600
| – | – | 0.01% | 268 |
|
|
2025
Q1 | $94.9K | Hold |
600
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $111K | Hold |
600
| – | – | 0.02% | 248 |
|
|
2024
Q3 | $93K | Hold |
600
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $84.7K | Hold |
600
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $95.3K | Hold |
600
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $60.5K | Buy |
+600
| New | +$60.5K | 0.01% | 310 |
|