Farther Finance 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
Q3 | $744K | Sell |
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|
2025
Q2 | $639K | Buy |
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|
2025
Q1 | $601K | Buy |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $175K | Buy |
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|
2024
Q1 | $46.6K | Hold |
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|
2023
Q4 | $29.9K | Buy |
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|
2023
Q3 | $21K | Buy |
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|
2023
Q2 | $9.89K | Buy |
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|
2023
Q1 | $6.21K | Sell |
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|
2022
Q4 | $7.93K | Buy |
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