Impact Partnership Wealth’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 | – | Sell |
-3,156
| Closed | -$499K | – | 353 |
|
|
2025
Q1 | $499K | Buy |
3,156
+223
| +8% | +$35.3K | 0.11% | 111 |
|
|
2024
Q4 | $543K | Sell |
2,933
-201
| -6% | -$37.2K | 0.11% | 115 |
|
|
2024
Q3 | $486K | Buy |
3,134
+26
| +0.8% | +$4.03K | 0.11% | 116 |
|
|
2024
Q2 | $439K | Buy |
3,108
+1,566
| +102% | +$221K | 0.12% | 119 |
|
|
2024
Q1 | $245K | Buy |
1,542
+400
| +35% | +$63.6K | 0.1% | 145 |
|
|
2023
Q4 | $115K | Sell |
1,142
-938
| -45% | -$94.7K | 0.04% | 229 |
|
|
2023
Q3 | $162K | Buy |
2,080
+2,078
| +103,900% | +$161K | 0.05% | 215 |
|
|
2023
Q2 | $125 | Buy |
+2
| New | +$125 | ﹤0.01% | 892 |
|