Focus Partners 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 | $5.43M | Buy |
33,227
+28,388
| +587% | +$4.64M | 0.01% | 651 |
|
|
2025
Q1 | $765K | Sell |
4,839
-4
| -0.1% | -$632 | ﹤0.01% | 1158 |
|
|
2024
Q4 | $897K | Buy |
4,843
+2,799
| +137% | +$518K | ﹤0.01% | 1078 |
|
|
2024
Q3 | $317K | Sell |
2,044
-9,596
| -82% | -$1.49M | ﹤0.01% | 1292 |
|
|
2024
Q2 | $1.27M | Buy |
11,640
+9,004
| +342% | +$985K | ﹤0.01% | 754 |
|
|
2024
Q1 | $419K | Buy |
+2,636
| New | +$419K | ﹤0.01% | 756 |
|