IEQ Capital’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 | $567K | Sell |
3,468
-3,741
| -52% | -$611K | ﹤0.01% | 1104 |
|
|
2025
Q1 | $1.14M | Sell |
7,209
-1,157
| -14% | -$183K | 0.01% | 718 |
|
|
2024
Q4 | $1.55M | Buy |
+8,366
| New | +$1.55M | 0.02% | 568 |
|
|
2024
Q2 | – | Sell |
-1,572
| Closed | -$250K | – | 1040 |
|
|
2024
Q1 | $250K | Buy |
+1,572
| New | +$250K | ﹤0.01% | 814 |
|
|
2021
Q4 | – | Sell |
-3,266
| Closed | -$289K | – | 761 |
|
|
2021
Q3 | $289K | Buy |
+3,266
| New | +$289K | 0.01% | 567 |
|