HBK Sorce 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
Q1 | – | Sell |
-1,096
| Closed | -$203K | – | 620 |
|
|
2024
Q4 | $203K | Buy |
+1,096
| New | +$203K | 0.01% | 537 |
|
|
2022
Q1 | – | Sell |
-4,372
| Closed | -$371K | – | 624 |
|
|
2021
Q4 | $371K | Buy |
4,372
+4
| +0.1% | +$339 | 0.02% | 399 |
|
|
2021
Q3 | $388K | Sell |
4,368
-20
| -0.5% | -$1.78K | 0.02% | 372 |
|
|
2021
Q2 | $351K | Buy |
4,388
+1,472
| +50% | +$118K | 0.02% | 411 |
|
|
2021
Q1 | $262K | Sell |
2,916
-1,988
| -41% | -$179K | 0.02% | 432 |
|
|
2020
Q4 | $250K | Buy |
+4,904
| New | +$250K | 0.02% | 423 |
|