Foster & Motley’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 | $1.87M | Sell |
11,458
-590
| -5% | -$96.4K | 0.11% | 173 |
|
|
2025
Q1 | $1.91M | Sell |
12,048
-559
| -4% | -$88.4K | 0.12% | 161 |
|
|
2024
Q4 | $2.34M | Sell |
12,607
-228
| -2% | -$42.2K | 0.15% | 135 |
|
|
2024
Q3 | $1.99M | Sell |
12,835
-2,123
| -14% | -$329K | 0.13% | 153 |
|
|
2024
Q2 | $2.11M | Sell |
14,958
-1,028
| -6% | -$145K | 0.15% | 146 |
|
|
2024
Q1 | $2.54M | Sell |
15,986
-950
| -6% | -$151K | 0.17% | 137 |
|
|
2023
Q4 | $1.71M | Sell |
16,936
-160
| -0.9% | -$16.1K | 0.13% | 158 |
|
|
2023
Q3 | $1.33M | Sell |
17,096
-1,020
| -6% | -$79.2K | 0.11% | 171 |
|
|
2023
Q2 | $1.13M | Sell |
18,116
-1,592
| -8% | -$99.7K | 0.09% | 204 |
|
|
2023
Q1 | $1.2M | Sell |
19,708
-5,132
| -21% | -$312K | 0.1% | 199 |
|
|
2022
Q4 | $1.43M | Sell |
24,840
-1,836
| -7% | -$105K | 0.12% | 179 |
|
|
2022
Q3 | $1.57M | Buy |
26,676
+2,104
| +9% | +$124K | 0.15% | 161 |
|
|
2022
Q2 | $1.36M | Buy |
24,572
+6,120
| +33% | +$339K | 0.12% | 166 |
|
|
2022
Q1 | $1.34M | Buy |
18,452
+4,788
| +35% | +$347K | 0.1% | 167 |
|
|
2021
Q4 | $1.16M | Buy |
+13,664
| New | +$1.16M | 0.09% | 177 |
|