EverSource Wealth Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.7K | Buy |
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|
2025
Q1 | $85.6K | Buy |
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|
2024
Q4 | $73.4K | Buy |
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|
2024
Q3 | $53.1K | Sell |
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|
2024
Q2 | $149K | Buy |
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|
2024
Q1 | $151K | Sell |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $85K | Sell |
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|
2023
Q2 | $90K | Sell |
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|
2023
Q1 | $90.9K | Sell |
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|
2022
Q4 | $86.8K | Buy |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $52K | Sell |
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|
2021
Q4 | $63K | Buy |
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