EverSource Wealth Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.7K | Buy |
561
+20
| +4% | +$3.27K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $85.6K | Buy |
541
+145
| +37% | +$22.9K | ﹤0.01% | 972 |
|
|
2024
Q4 | $73.4K | Buy |
396
+53
| +15% | +$9.82K | ﹤0.01% | 1025 |
|
|
2024
Q3 | $53.1K | Sell |
343
-1,587
| -82% | -$246K | ﹤0.01% | 1045 |
|
|
2024
Q2 | $149K | Buy |
1,930
+878
| +83% | +$67.9K | 0.01% | 660 |
|
|
2024
Q1 | $151K | Sell |
1,052
-124
| -11% | -$17.8K | 0.01% | 577 |
|
|
2023
Q4 | $119K | Buy |
1,176
+82
| +7% | +$8.27K | 0.01% | 580 |
|
|
2023
Q3 | $85K | Sell |
1,094
-344
| -24% | -$26.7K | 0.01% | 629 |
|
|
2023
Q2 | $90K | Sell |
1,438
-56
| -4% | -$3.5K | 0.01% | 616 |
|
|
2023
Q1 | $90.9K | Sell |
1,494
-16
| -1% | -$973 | 0.01% | 567 |
|
|
2022
Q4 | $86.8K | Buy |
1,510
+66
| +5% | +$3.79K | 0.01% | 553 |
|
|
2022
Q3 | $85K | Buy |
1,444
+820
| +131% | +$48.3K | 0.02% | 477 |
|
|
2022
Q2 | $35K | Sell |
624
-88
| -12% | -$4.94K | 0.01% | 691 |
|
|
2022
Q1 | $52K | Sell |
712
-28
| -4% | -$2.05K | 0.01% | 462 |
|
|
2021
Q4 | $63K | Buy |
+740
| New | +$63K | 0.02% | 382 |
|