Evexia Wealth’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 | $8.26M | Sell |
48,490
-5,862
| -11% | -$999K | 2.6% | 16 |
|
|
2025
Q1 | $8.6M | Sell |
54,352
-504
| -0.9% | -$79.8K | 3.13% | 14 |
|
|
2024
Q4 | $11.4M | Sell |
54,856
-2,194
| -4% | -$455K | 3.85% | 10 |
|
|
2024
Q3 | $8.54M | Sell |
57,050
-54,508
| -49% | -$8.16M | 3.03% | 14 |
|
|
2024
Q2 | $8.49M | Buy |
111,558
+55,796
| +100% | +$4.25M | 3.19% | 15 |
|
|
2024
Q1 | $8.05M | Sell |
55,762
-25,702
| -32% | -$3.71M | 3.32% | 14 |
|
|
2023
Q4 | $8.16M | Sell |
81,464
-1,388
| -2% | -$139K | 3.45% | 10 |
|
|
2023
Q3 | $6.33M | Sell |
82,852
-24,064
| -23% | -$1.84M | 3.2% | 13 |
|
|
2023
Q2 | $7.2M | Buy |
106,916
+1,330
| +1% | +$89.6K | 3.46% | 13 |
|
|
2023
Q1 | $5.97M | Buy |
+105,586
| New | +$5.97M | 3.22% | 14 |
|