Glassy Mountain Advisors’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 | $7.49M | Sell |
45,817
-245
| -0.5% | -$40K | 2.41% | 17 |
|
|
2025
Q1 | $7.28M | Sell |
46,062
-5,175
| -10% | -$818K | 2.58% | 18 |
|
|
2024
Q4 | $9.49M | Sell |
51,237
-1,110
| -2% | -$206K | 3.25% | 11 |
|
|
2024
Q3 | $8.11M | Sell |
52,347
-4,317
| -8% | -$669K | 2.85% | 14 |
|
|
2024
Q2 | $8M | Sell |
56,664
-808
| -1% | -$114K | 2.97% | 13 |
|
|
2024
Q1 | $9.12M | Sell |
57,472
-2,566
| -4% | -$407K | 3.44% | 9 |
|
|
2023
Q4 | $6.06M | Sell |
60,038
-4,416
| -7% | -$446K | 2.5% | 16 |
|
|
2023
Q3 | $4.97M | Sell |
64,454
-2,308
| -3% | -$178K | 2.37% | 19 |
|
|
2023
Q2 | $4.18M | Buy |
+66,762
| New | +$4.18M | 1.86% | 22 |
|
|
2023
Q1 | – | Sell |
-64,848
| Closed | -$3.73M | – | 227 |
|
|
2022
Q4 | $3.73M | Buy |
+64,848
| New | +$3.73M | 2.05% | 18 |
|
|
2022
Q2 | $3.63M | Buy |
65,440
+52
| +0.1% | +$2.88K | 2.17% | 16 |
|
|
2022
Q1 | $4.74M | Buy |
65,388
+2,230
| +4% | +$162K | 2.43% | 13 |
|
|
2021
Q4 | $5.34M | Buy |
+63,158
| New | +$5.34M | 2.76% | 10 |
|