Focused Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$222K | – | 193 |
|
|
2024
Q4 | $222K | Buy |
+1,200
| New | +$222K | 0.03% | 143 |
|
|
2024
Q3 | – | Sell |
-1,200
| Closed | -$169K | – | 239 |
|
|
2024
Q2 | $169K | Buy |
+1,200
| New | +$169K | 0.02% | 147 |
|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$121K | – | 930 |
|
|
2023
Q4 | $121K | Hold |
1,200
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $93.2K | Hold |
1,200
| – | – | 0.02% | 204 |
|
|
2023
Q2 | $75.1K | Hold |
1,200
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $73K | Hold |
1,200
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $69K | Hold |
1,200
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $71K | Hold |
1,200
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $67K | Buy |
+1,200
| New | +$67K | 0.01% | 248 |
|
|
2022
Q1 | – | Sell |
-1,850
| Closed | -$156K | – | 1057 |
|
|
2021
Q4 | $156K | Hold |
1,850
| – | – | 0.02% | 213 |
|
|
2021
Q3 | $164K | Hold |
1,850
| – | – | 0.03% | 190 |
|
|
2021
Q2 | $148K | Buy |
1,850
+1,650
| +825% | +$132K | 0.02% | 222 |
|
|
2021
Q1 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 495 |
|