Global Retirement 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 | $240K | Buy |
+1,468
| New | +$240K | 0.01% | 1006 |
|
|
2024
Q4 | $82K | Buy |
443
+142
| +47% | +$26.3K | ﹤0.01% | 1375 |
|
|
2024
Q3 | $46.6K | Sell |
301
-611
| -67% | -$94.6K | ﹤0.01% | 1595 |
|
|
2024
Q2 | $129K | Sell |
912
-2
| -0.2% | -$283 | ﹤0.01% | 1069 |
|
|
2024
Q1 | $145K | Sell |
914
-226
| -20% | -$35.9K | 0.01% | 918 |
|
|
2023
Q4 | $116K | Sell |
1,140
-114
| -9% | -$11.6K | ﹤0.01% | 971 |
|
|
2023
Q3 | $95.1K | Buy |
1,254
+476
| +61% | +$36.1K | ﹤0.01% | 960 |
|
|
2023
Q2 | $48.7K | Buy |
778
+54
| +7% | +$3.38K | ﹤0.01% | 1287 |
|
|
2023
Q1 | $41.8K | Buy |
724
+610
| +535% | +$35.2K | ﹤0.01% | 1317 |
|
|
2022
Q4 | $6.59K | Sell |
114
-190
| -63% | -$11K | ﹤0.01% | 1927 |
|
|
2022
Q3 | $19K | Buy |
304
+222
| +271% | +$13.9K | ﹤0.01% | 1426 |
|
|
2022
Q2 | $5K | Buy |
82
+42
| +105% | +$2.56K | ﹤0.01% | 1921 |
|
|
2022
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2263 |
|