FourThought Financial Partners’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 | $255K | Sell |
1,560
-6
| -0.4% | -$980 | 0.03% | 258 |
|
|
2025
Q1 | $248K | Sell |
1,566
-18
| -1% | -$2.85K | 0.03% | 266 |
|
|
2024
Q4 | $293K | Buy |
+1,584
| New | +$293K | 0.03% | 243 |
|
|
2024
Q2 | – | Sell |
-1,272
| Closed | -$202K | – | 325 |
|
|
2024
Q1 | $202K | Sell |
1,272
-4,914
| -79% | -$780K | 0.02% | 311 |
|
|
2023
Q4 | $624K | Sell |
6,186
-318
| -5% | -$32.1K | 0.08% | 170 |
|
|
2023
Q3 | $505K | Buy |
6,504
+626
| +11% | +$48.6K | 0.07% | 183 |
|
|
2023
Q2 | $368K | Buy |
+5,878
| New | +$368K | 0.05% | 222 |
|