Investment Partners Asset Management’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 | $282K | Buy |
1,727
+10
| +0.6% | +$1.63K | 0.2% | 126 |
|
|
2025
Q1 | $271K | Sell |
1,717
-3
| -0.2% | -$474 | 0.21% | 120 |
|
|
2024
Q4 | $319K | Sell |
1,720
-3
| -0.2% | -$556 | 0.25% | 111 |
|
|
2024
Q3 | $267K | Sell |
1,723
-159
| -8% | -$24.6K | 0.22% | 116 |
|
|
2024
Q2 | $266K | Sell |
1,882
-160
| -8% | -$22.6K | 0.24% | 108 |
|
|
2024
Q1 | $324K | Sell |
2,042
-226
| -10% | -$35.9K | 0.29% | 102 |
|
|
2023
Q4 | $229K | Buy |
+2,268
| New | +$229K | 0.23% | 113 |
|