J.W. Cole Advisors’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 | $310K | Buy |
+1,899
| New | +$310K | 0.01% | 1128 |
|
|
2025
Q1 | – | Sell |
-1,150
| Closed | -$213K | – | 1358 |
|
|
2024
Q4 | $213K | Buy |
+1,150
| New | +$213K | 0.01% | 882 |
|
|
2022
Q1 | – | Sell |
-3,016
| Closed | -$255K | – | 876 |
|
|
2021
Q4 | $255K | Buy |
+3,016
| New | +$255K | 0.02% | 706 |
|