GPS Wealth Strategies 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 | $11.3K | Buy |
69
+1
| +1% | +$163 | ﹤0.01% | 999 |
|
|
2025
Q1 | $10.8K | Sell |
68
-246
| -78% | -$38.9K | ﹤0.01% | 979 |
|
|
2024
Q4 | $58.1K | Hold |
314
| – | – | 0.01% | 550 |
|
|
2024
Q3 | $48.6K | Sell |
314
-50
| -14% | -$7.75K | 0.01% | 582 |
|
|
2024
Q2 | $51.5K | Hold |
364
| – | – | 0.01% | 531 |
|
|
2024
Q1 | $57.9K | Sell |
364
-10,844
| -97% | -$1.72M | 0.01% | 483 |
|
|
2023
Q4 | $1.13M | Sell |
11,208
-512
| -4% | -$51.7K | 0.21% | 89 |
|
|
2023
Q3 | $911K | Sell |
11,720
-22
| -0.2% | -$1.71K | 0.17% | 100 |
|
|
2023
Q2 | $735K | Sell |
11,742
-240
| -2% | -$15K | 0.14% | 118 |
|
|
2023
Q1 | $729K | Buy |
+11,982
| New | +$729K | 0.15% | 112 |
|
|
2022
Q4 | – | Sell |
-11,302
| Closed | -$666K | – | 1093 |
|
|
2022
Q3 | $666K | Sell |
11,302
-376
| -3% | -$22.2K | 0.17% | 101 |
|
|
2022
Q2 | $648K | Buy |
11,678
+2,788
| +31% | +$155K | 0.17% | 101 |
|
|
2022
Q1 | $644K | Buy |
8,890
+2
| +0% | +$145 | 0.15% | 95 |
|
|
2021
Q4 | $752K | Sell |
8,888
-1,444
| -14% | -$122K | 0.17% | 83 |
|
|
2021
Q3 | $916K | Buy |
10,332
+30
| +0.3% | +$2.66K | 0.23% | 70 |
|
|
2021
Q2 | $822K | Buy |
10,302
+56
| +0.5% | +$4.47K | 0.21% | 75 |
|
|
2021
Q1 | $918K | Buy |
10,246
+44
| +0.4% | +$3.94K | 0.27% | 60 |
|
|
2020
Q4 | $519K | Sell |
10,202
-1,948
| -16% | -$99.1K | 0.18% | 81 |
|
|
2020
Q3 | $549K | Buy |
+12,150
| New | +$549K | 0.22% | 72 |
|