Global Retirement Partners’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Sell |
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|
2025
Q2 | $240K | Buy |
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|
2024
Q4 | $82K | Buy |
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|
2024
Q3 | $46.6K | Sell |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $145K | Sell |
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|
2023
Q4 | $116K | Sell |
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|
2023
Q3 | $95.1K | Buy |
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|
2023
Q2 | $48.7K | Buy |
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|
2023
Q1 | $41.8K | Buy |
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|
2022
Q4 | $6.58K | Sell |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $2K | Buy |
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