Iron Horse Wealth 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 | $1.63K | Hold |
10
| – | – | ﹤0.01% | 490 |
|
|
2025
Q1 | $1.58K | Hold |
10
| – | – | ﹤0.01% | 478 |
|
|
2024
Q4 | $1.85K | Hold |
10
| – | – | ﹤0.01% | 401 |
|
|
2024
Q3 | $1.55K | Hold |
10
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $1.41K | Hold |
10
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $1.59K | Hold |
10
| – | – | ﹤0.01% | 367 |
|
|
2023
Q4 | $1.01K | Hold |
10
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $777 | Buy |
+10
| New | +$777 | ﹤0.01% | 449 |
|
|
2023
Q1 | – | Sell |
-70
| Closed | -$4K | – | 379 |
|
|
2022
Q4 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 172 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$4K | – | 298 |
|
|
2022
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 164 |
|
|
2022
Q1 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 165 |
|