Graypoint LLC’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 | $861K | Buy |
5,271
+480
| +10% | +$78.4K | 0.05% | 234 |
|
2025
Q1 | $757K | Buy |
4,791
+69
| +1% | +$10.9K | 0.05% | 246 |
|
2024
Q4 | $874K | Buy |
4,722
+16
| +0.3% | +$2.96K | 0.05% | 215 |
|
2024
Q3 | $729K | Buy |
4,706
+38
| +0.8% | +$5.89K | 0.05% | 237 |
|
2024
Q2 | $659K | Buy |
4,668
+64
| +1% | +$9.04K | 0.05% | 229 |
|
2024
Q1 | $731K | Buy |
4,604
+2,198
| +91% | +$349K | 0.05% | 218 |
|
2023
Q4 | $243K | Buy |
+2,406
| New | +$243K | 0.02% | 391 |
|