Jefferies Financial Group’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 |
-3,791
| Closed | -$599K | – | 1519 |
|
|
2025
Q1 | $599K | Sell |
3,791
-1,209
| -24% | -$191K | 0.01% | 796 |
|
|
2024
Q4 | $926K | Buy |
5,000
+968
| +24% | +$179K | 0.01% | 680 |
|
|
2024
Q3 | $625K | Buy |
+4,032
| New | +$625K | ﹤0.01% | 695 |
|
|
2024
Q2 | – | Sell |
-8,430
| Closed | -$1.34M | – | 1511 |
|
|
2024
Q1 | $1.34M | Buy |
+8,430
| New | +$1.34M | 0.01% | 508 |
|