Florida Financial 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 | $458K | Buy |
2,806
+110
| +4% | +$18K | 0.15% | 148 |
|
|
2025
Q1 | $426K | Sell |
2,696
-346
| -11% | -$54.7K | 0.17% | 125 |
|
|
2024
Q4 | $563K | Sell |
3,042
-167
| -5% | -$30.9K | 0.25% | 79 |
|
|
2024
Q3 | $470K | Sell |
3,209
-135
| -4% | -$19.8K | 0.24% | 79 |
|
|
2024
Q2 | $399K | Buy |
3,344
+980
| +41% | +$117K | 0.24% | 76 |
|
|
2024
Q1 | $375K | Buy |
+2,364
| New | +$375K | 0.28% | 63 |
|