FORA Capital’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 | $1.18M | Sell |
7,208
-11,405
| -61% | -$1.86M | 0.13% | 193 |
|
|
2025
Q1 | $2.94M | Buy |
+18,613
| New | +$2.94M | 0.3% | 113 |
|
|
2024
Q3 | – | Sell |
-8,596
| Closed | -$1.21M | – | 599 |
|
|
2024
Q2 | $1.21M | Buy |
+8,596
| New | +$1.21M | 0.15% | 192 |
|
|
2023
Q2 | – | Sell |
-6,910
| Closed | -$420K | – | 642 |
|
|
2023
Q1 | $420K | Buy |
+6,910
| New | +$420K | 0.04% | 382 |
|
|
2022
Q3 | – | Sell |
-4,738
| Closed | -$263K | – | 603 |
|
|
2022
Q2 | $263K | Buy |
+4,738
| New | +$263K | 0.05% | 356 |
|
|
2020
Q4 | – | Sell |
-1,940
| Closed | -$88K | – | 1162 |
|
|
2020
Q3 | $88K | Buy |
+1,940
| New | +$88K | 0.06% | 324 |
|
|
2020
Q1 | – | Sell |
-13,812
| Closed | -$507K | – | 1385 |
|
|
2019
Q4 | $507K | Buy |
+13,812
| New | +$507K | 0.05% | 392 |
|