Horizon 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 | $784K | Buy |
4,818
+3,050
| +173% | +$496K | 0.01% | 628 |
|
|
2025
Q1 | $278K | Buy |
+1,768
| New | +$278K | 0.01% | 483 |
|
|
2024
Q3 | – | Sell |
-16
| Closed | -$1.13K | – | 883 |
|
|
2024
Q2 | $1.13K | Hold |
16
| – | – | ﹤0.01% | 743 |
|
|
2024
Q1 | $2.53K | Buy |
16
+6
| +60% | +$949 | ﹤0.01% | 660 |
|
|
2023
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 667 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$373 | – | 824 |
|
|
2023
Q2 | $373 | Buy |
+6
| New | +$373 | ﹤0.01% | 705 |
|