Harbor Investment Advisory’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 | $96.9K | Hold |
593
| – | – | 0.01% | 494 |
|
|
2025
Q1 | $93.7K | Hold |
593
| – | – | 0.01% | 487 |
|
|
2024
Q4 | $110K | Hold |
593
| – | – | 0.01% | 436 |
|
|
2024
Q3 | $91.8K | Sell |
593
-1
| -0.2% | -$155 | 0.01% | 475 |
|
|
2024
Q2 | $83.8K | Sell |
594
-2
| -0.3% | -$282 | 0.01% | 481 |
|
|
2024
Q1 | $94.6K | Hold |
596
| – | – | 0.01% | 456 |
|
|
2023
Q4 | $60.1K | Hold |
596
| – | – | 0.01% | 531 |
|
|
2023
Q3 | $46.3K | Hold |
596
| – | – | 0.01% | 559 |
|
|
2023
Q2 | $37.3K | Hold |
596
| – | – | 0.01% | 782 |
|
|
2023
Q1 | $36.3K | Hold |
596
| – | – | 0.01% | 785 |
|
|
2022
Q4 | $34.2K | Hold |
596
| – | – | 0.01% | 781 |
|
|
2022
Q3 | $35K | Hold |
596
| – | – | 0.01% | 780 |
|
|
2022
Q2 | $33K | Hold |
596
| – | – | 0.01% | 797 |
|
|
2022
Q1 | $43K | Sell |
596
-14
| -2% | -$1.01K | 0.01% | 788 |
|
|
2021
Q4 | $52K | Hold |
610
| – | – | 0.01% | 736 |
|
|
2021
Q3 | $54K | Hold |
610
| – | – | 0.01% | 725 |
|
|
2021
Q2 | $49K | Hold |
610
| – | – | 0.01% | 709 |
|
|
2021
Q1 | $55K | Hold |
610
| – | – | 0.01% | 654 |
|
|
2020
Q4 | $31K | Hold |
610
| – | – | 0.01% | 739 |
|
|
2020
Q3 | $28K | Hold |
610
| – | – | 0.01% | 654 |
|
|
2020
Q2 | $25K | Hold |
610
| – | – | 0.01% | 581 |
|
|
2020
Q1 | $13K | Sell |
610
-10
| -2% | -$213 | ﹤0.01% | 675 |
|
|
2019
Q4 | $23K | Buy |
+620
| New | +$23K | 0.01% | 518 |
|