Harbour Investments’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 | $224K | Buy |
1,372
+1,032
| +304% | +$169K | 0.01% | 1124 |
|
|
2025
Q1 | $53.8K | Buy |
340
+295
| +656% | +$46.6K | ﹤0.01% | 1723 |
|
|
2024
Q4 | $8.33K | Sell |
45
-2
| -4% | -$370 | ﹤0.01% | 2528 |
|
|
2024
Q3 | $7.28K | Buy |
47
+5
| +12% | +$775 | ﹤0.01% | 2488 |
|
|
2024
Q2 | $5.93K | Buy |
42
+6
| +17% | +$847 | ﹤0.01% | 2450 |
|
|
2024
Q1 | $5.72K | Sell |
36
-2
| -5% | -$318 | ﹤0.01% | 2442 |
|
|
2023
Q4 | $3.83K | Buy |
38
+8
| +27% | +$807 | ﹤0.01% | 2509 |
|
|
2023
Q3 | $2.33K | Hold |
30
| – | – | ﹤0.01% | 2510 |
|
|
2023
Q2 | $1.88K | Buy |
30
+18
| +150% | +$1.13K | ﹤0.01% | 2560 |
|
|
2023
Q1 | $730 | Sell |
12
-12
| -50% | -$730 | ﹤0.01% | 2746 |
|
|
2022
Q4 | $1.38K | Buy |
+24
| New | +$1.38K | ﹤0.01% | 2614 |
|
|
2021
Q4 | – | Sell |
-186
| Closed | -$16K | – | 3745 |
|
|
2021
Q3 | $16K | Sell |
186
-66
| -26% | -$5.68K | ﹤0.01% | 2424 |
|
|
2021
Q2 | $20K | Buy |
252
+92
| +58% | +$7.3K | ﹤0.01% | 2356 |
|
|
2021
Q1 | $14K | Buy |
+160
| New | +$14K | ﹤0.01% | 2432 |
|