Greatmark Investment 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 | $2.54M | Buy |
15,540
+3,035
| +24% | +$496K | 0.32% | 55 |
|
|
2025
Q1 | $1.98M | Buy |
12,505
+2,390
| +24% | +$378K | 0.27% | 58 |
|
|
2024
Q4 | $1.87M | Buy |
10,115
+660
| +7% | +$122K | 0.26% | 57 |
|
|
2024
Q3 | $1.46M | Sell |
9,455
-355
| -4% | -$55K | 0.2% | 62 |
|
|
2024
Q2 | $1.39M | Sell |
9,810
-4,538
| -32% | -$641K | 0.2% | 61 |
|
|
2024
Q1 | $2.28M | Sell |
14,348
-90
| -0.6% | -$14.3K | 0.32% | 54 |
|
|
2023
Q4 | $1.46M | Buy |
14,438
+640
| +5% | +$64.6K | 0.23% | 59 |
|
|
2023
Q3 | $1.07M | Buy |
+13,798
| New | +$1.07M | 0.19% | 65 |
|