Financial Management Professionals’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 | $9.8K | Buy |
+60
| New | +$9.8K | ﹤0.01% | 547 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$185 | – | 1050 |
|
|
2024
Q4 | $185 | Sell |
1
-5
| -83% | -$925 | ﹤0.01% | 956 |
|
|
2024
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 908 |
|
|
2024
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 875 |
|
|
2024
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 924 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$1K | – | 1140 |
|
|
2023
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 965 |
|
|
2022
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 886 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 887 |
|
|
2022
Q2 | $1K | Sell |
12
-8
| -40% | -$667 | ﹤0.01% | 903 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 985 |
|
|
2021
Q4 | – | Sell |
-16
| Closed | -$1K | – | 1109 |
|
|
2021
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 910 |
|