Jeppson 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 | $438K | Sell |
2,683
-260
| -9% | -$42.5K | 0.15% | 129 |
|
|
2025
Q1 | $465K | Hold |
2,943
| – | – | 0.17% | 121 |
|
|
2024
Q4 | $545K | Sell |
2,943
-81
| -3% | -$15K | 0.2% | 116 |
|
|
2024
Q3 | $468K | Sell |
3,024
-40
| -1% | -$6.2K | 0.17% | 125 |
|
|
2024
Q2 | $433K | Sell |
3,064
-6
| -0.2% | -$847 | 0.17% | 122 |
|
|
2024
Q1 | $487K | Sell |
3,070
-56
| -2% | -$8.89K | 0.19% | 116 |
|
|
2023
Q4 | $315K | Sell |
3,126
-16
| -0.5% | -$1.61K | 0.13% | 151 |
|
|
2023
Q3 | $244K | Buy |
+3,142
| New | +$244K | 0.11% | 160 |
|
|
2023
Q2 | – | Sell |
-3,652
| Closed | -$222K | – | 207 |
|
|
2023
Q1 | $222K | Buy |
3,652
+54
| +2% | +$3.29K | 0.1% | 179 |
|
|
2022
Q4 | $207K | Sell |
3,598
-1,728
| -32% | -$99.3K | 0.09% | 189 |
|
|
2022
Q3 | $314K | Buy |
5,326
+124
| +2% | +$7.31K | 0.14% | 131 |
|
|
2022
Q2 | $289K | Buy |
+5,202
| New | +$289K | 0.12% | 143 |
|