Farther Finance Advisors’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 | $639K | Buy |
3,910
+128
| +3% | +$20.9K | 0.01% | 789 |
|
|
2025
Q1 | $601K | Buy |
3,782
+1,466
| +63% | +$233K | 0.02% | 706 |
|
|
2024
Q4 | $429K | Sell |
2,316
-584
| -20% | -$108K | 0.02% | 646 |
|
|
2024
Q3 | $449K | Buy |
2,900
+1,636
| +129% | +$253K | 0.02% | 638 |
|
|
2024
Q2 | $175K | Buy |
1,264
+968
| +327% | +$134K | 0.01% | 900 |
|
|
2024
Q1 | $46.6K | Hold |
296
| – | – | ﹤0.01% | 1214 |
|
|
2023
Q4 | $29.9K | Buy |
296
+26
| +10% | +$2.62K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $21K | Buy |
270
+112
| +71% | +$8.7K | ﹤0.01% | 1069 |
|
|
2023
Q2 | $9.89K | Buy |
158
+56
| +55% | +$3.5K | ﹤0.01% | 1203 |
|
|
2023
Q1 | $6.21K | Sell |
102
-36
| -26% | -$2.19K | ﹤0.01% | 1263 |
|
|
2022
Q4 | $7.93K | Buy |
+138
| New | +$7.93K | ﹤0.01% | 1022 |
|