GWP
Gateway Wealth Partners’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
2,000
| – | – | 0.06% | 264 |
|
|
2025
Q1 | $316K | Hold |
2,000
| – | – | 0.07% | 243 |
|
|
2024
Q4 | $370K | Hold |
2,000
| – | – | 0.1% | 199 |
|
|
2024
Q3 | $310K | Buy |
2,000
+500
| +33% | +$77.5K | 0.09% | 209 |
|
|
2024
Q2 | $424K | Hold |
1,500
| – | – | 0.13% | 163 |
|
|
2024
Q1 | $476K | Hold |
1,500
| – | – | 0.17% | 118 |
|
|
2023
Q4 | $303K | Hold |
1,500
| – | – | 0.12% | 153 |
|
|
2023
Q3 | $233K | Buy |
+1,500
| New | +$233K | 0.04% | 226 |
|