Hantz Financial Services’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 | $257K | Sell |
1,573
-207
| -12% | -$33.8K | ﹤0.01% | 585 |
|
|
2025
Q1 | $281K | Sell |
1,780
-162
| -8% | -$25.6K | ﹤0.01% | 541 |
|
|
2024
Q4 | $360K | Sell |
1,942
-1,162
| -37% | -$215K | 0.01% | 521 |
|
|
2024
Q3 | $481K | Sell |
3,104
-546
| -15% | -$84.6K | 0.01% | 504 |
|
|
2024
Q2 | $515K | Sell |
3,650
-396
| -10% | -$55.9K | 0.01% | 504 |
|
|
2024
Q1 | $642K | Sell |
4,046
-184
| -4% | -$29.2K | 0.01% | 482 |
|
|
2023
Q4 | $427K | Sell |
4,230
-228
| -5% | -$23K | 0.01% | 506 |
|
|
2023
Q3 | $346K | Sell |
4,458
-172,266
| -97% | -$13.4M | 0.01% | 506 |
|
|
2023
Q2 | $11.1M | Sell |
176,724
-23,522
| -12% | -$1.47M | 0.28% | 112 |
|
|
2023
Q1 | $12.2M | Sell |
200,246
-2,908
| -1% | -$177K | 0.33% | 81 |
|
|
2022
Q4 | $11.7M | Sell |
203,154
-26,318
| -11% | -$1.51M | 0.35% | 79 |
|
|
2022
Q3 | $13.5M | Buy |
229,472
+3,766
| +2% | +$222K | 0.47% | 53 |
|
|
2022
Q2 | $12.5M | Buy |
225,706
+1,262
| +0.6% | +$70K | 0.42% | 59 |
|
|
2022
Q1 | $16.3M | Buy |
224,444
+13,038
| +6% | +$945K | 0.48% | 48 |
|
|
2021
Q4 | $17.9M | Buy |
211,406
+13,472
| +7% | +$1.14M | 0.52% | 50 |
|
|
2021
Q3 | $17.6M | Buy |
197,934
+27,636
| +16% | +$2.45M | 0.57% | 40 |
|
|
2021
Q2 | $13.6M | Buy |
170,298
+10,236
| +6% | +$817K | 0.5% | 44 |
|
|
2021
Q1 | $14.3M | Buy |
160,062
+9,806
| +7% | +$879K | 0.59% | 37 |
|
|
2020
Q4 | $7.65M | Buy |
150,256
+3,906
| +3% | +$199K | 0.34% | 77 |
|
|
2020
Q3 | $6.62M | Buy |
146,350
+2,266
| +2% | +$102K | 0.34% | 78 |
|
|
2020
Q2 | $5.91M | Buy |
+144,084
| New | +$5.91M | 0.33% | 83 |
|