Ignite Planners’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 | $527K | Buy |
3,094
+2
| +0.1% | +$341 | 0.09% | 215 |
|
|
2025
Q1 | $482K | Hold |
3,092
| – | – | 0.09% | 208 |
|
|
2024
Q4 | $596K | Hold |
3,092
| – | – | 0.13% | 147 |
|
|
2024
Q3 | $479K | Sell |
3,092
-32
| -1% | -$4.96K | 0.11% | 178 |
|
|
2024
Q2 | $437K | Buy |
3,124
+32
| +1% | +$4.48K | 0.11% | 171 |
|
|
2024
Q1 | $487K | Sell |
3,092
-8
| -0.3% | -$1.26K | 0.14% | 158 |
|
|
2023
Q4 | $315K | Hold |
3,100
| – | – | 0.09% | 208 |
|
|
2023
Q3 | $234K | Buy |
+3,100
| New | +$234K | 0.07% | 276 |
|