JFS Wealth 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 | $16.8K | Sell |
103
-3
| -3% | -$490 | ﹤0.01% | 697 |
|
|
2025
Q1 | $16.8K | Buy |
106
+3
| +3% | +$474 | ﹤0.01% | 715 |
|
|
2024
Q4 | $19.1K | Hold |
103
| – | – | ﹤0.01% | 659 |
|
|
2024
Q3 | $16K | Buy |
103
+3
| +3% | +$465 | ﹤0.01% | 693 |
|
|
2024
Q2 | $14.1K | Sell |
100
-2
| -2% | -$282 | ﹤0.01% | 689 |
|
|
2024
Q1 | $16.2K | Hold |
102
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $10.3K | Buy |
102
+4
| +4% | +$404 | ﹤0.01% | 759 |
|
|
2023
Q3 | $7.62K | Buy |
98
+18
| +23% | +$1.4K | ﹤0.01% | 819 |
|
|
2023
Q2 | $5.01K | Hold |
80
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q1 | $4.87K | Buy |
80
+6
| +8% | +$365 | ﹤0.01% | 998 |
|
|
2022
Q4 | $4.25K | Sell |
74
-36
| -33% | -$2.07K | ﹤0.01% | 1064 |
|
|
2022
Q3 | $6K | Sell |
110
-32
| -23% | -$1.75K | ﹤0.01% | 953 |
|
|
2022
Q2 | $8K | Buy |
142
+70
| +97% | +$3.94K | ﹤0.01% | 848 |
|
|
2022
Q1 | $5K | Buy |
72
+40
| +125% | +$2.78K | ﹤0.01% | 1091 |
|
|
2021
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 1005 |
|