Jeppson Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $524K | Hold |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $487K | Sell |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $289K | Buy |
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