Goodman Advisory Group’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 | $237K | Sell |
1,452
-880
| -38% | -$144K | 0.08% | 53 |
|
|
2025
Q1 | $369K | Buy |
+2,332
| New | +$369K | 0.11% | 68 |
|
|
2024
Q4 | – | Sell |
-2,332
| Closed | -$361K | – | 187 |
|
|
2024
Q3 | $361K | Sell |
2,332
-1,872
| -45% | -$290K | 0.1% | 69 |
|
|
2024
Q2 | $594K | Sell |
4,204
-11,388
| -73% | -$1.61M | 0.18% | 59 |
|
|
2024
Q1 | $2.48M | Sell |
15,592
-1,780
| -10% | -$283K | 0.79% | 31 |
|
|
2023
Q4 | $1.75M | Sell |
17,372
-8,988
| -34% | -$907K | 0.6% | 35 |
|
|
2023
Q3 | $2.05M | Sell |
26,360
-7,202
| -21% | -$560K | 0.77% | 32 |
|
|
2023
Q2 | $2.1M | Buy |
+33,562
| New | +$2.1M | 0.78% | 33 |
|