GeoWealth 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 | $337K | Sell |
2,061
-657
| -24% | -$107K | 0.01% | 522 |
|
|
2025
Q1 | $430K | Buy |
2,718
+93
| +4% | +$14.7K | 0.02% | 458 |
|
|
2024
Q4 | $486K | Buy |
2,625
+1,213
| +86% | +$225K | 0.02% | 475 |
|
|
2024
Q3 | $219K | Buy |
+1,412
| New | +$219K | 0.01% | 692 |
|
|
2024
Q2 | – | Sell |
-1,494
| Closed | -$237K | – | 952 |
|
|
2024
Q1 | $237K | Buy |
+1,494
| New | +$237K | 0.01% | 629 |
|