Forum Financial 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
Q2 | $303K | Buy |
1,856
+234
| +14% | +$38.2K | ﹤0.01% | 664 |
|
|
2025
Q1 | $256K | Sell |
1,622
-670
| -29% | -$106K | ﹤0.01% | 679 |
|
|
2024
Q4 | $424K | Buy |
2,292
+13
| +0.6% | +$2.41K | 0.01% | 444 |
|
|
2024
Q3 | $353K | Sell |
2,279
-213
| -9% | -$33K | 0.01% | 448 |
|
|
2024
Q2 | $352K | Buy |
2,492
+12
| +0.5% | +$1.69K | 0.01% | 417 |
|
|
2024
Q1 | $394K | Buy |
2,480
+2
| +0.1% | +$317 | 0.01% | 404 |
|
|
2023
Q4 | $250K | Buy |
+2,478
| New | +$250K | ﹤0.01% | 539 |
|
|
2022
Q1 | – | Sell |
-2,478
| Closed | -$210K | – | 681 |
|
|
2021
Q4 | $210K | Buy |
+2,478
| New | +$210K | 0.01% | 600 |
|