Fortitude Family Office’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 | $12.7K | Buy |
78
+18
| +30% | +$2.94K | ﹤0.01% | 482 |
|
|
2025
Q1 | $9.49K | Hold |
60
| – | – | ﹤0.01% | 550 |
|
|
2024
Q4 | $11.1K | Hold |
60
| – | – | ﹤0.01% | 602 |
|
|
2024
Q3 | $9.3K | Buy |
60
+20
| +50% | +$3.1K | ﹤0.01% | 592 |
|
|
2024
Q2 | $5.65K | Hold |
40
| – | – | ﹤0.01% | 548 |
|
|
2024
Q1 | $6.35K | Hold |
40
| – | – | ﹤0.01% | 507 |
|
|
2023
Q4 | $4.04K | Buy |
+40
| New | +$4.04K | ﹤0.01% | 761 |
|