HNW
High Note Wealth’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
1,872
| – | – | 0.07% | 94 |
|
|
2025
Q1 | $296K | Hold |
1,872
| – | – | 0.07% | 84 |
|
|
2024
Q4 | $347K | Hold |
1,872
| – | – | 0.09% | 81 |
|
|
2024
Q3 | $290K | Buy |
1,872
+937
| +100% | +$145K | 0.08% | 85 |
|
|
2024
Q2 | $264K | Hold |
935
| – | – | 0.08% | 86 |
|
|
2024
Q1 | $297K | Buy |
+935
| New | +$297K | 0.1% | 81 |
|