Jones Financial Companies’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 | $850K | Buy |
5,177
+377
| +8% | +$61.9K | ﹤0.01% | 1067 |
|
|
2025
Q1 | $763K | Buy |
4,800
+895
| +23% | +$142K | ﹤0.01% | 967 |
|
|
2024
Q4 | $723K | Buy |
3,905
+2,222
| +132% | +$411K | ﹤0.01% | 855 |
|
|
2024
Q3 | $260K | Buy |
1,683
+1,197
| +246% | +$185K | ﹤0.01% | 1053 |
|
|
2024
Q2 | $68.6K | Buy |
+486
| New | +$68.6K | ﹤0.01% | 1153 |
|
|
2022
Q1 | – | Sell |
-74
| Closed | -$6K | – | 857 |
|
|
2021
Q4 | $6K | Hold |
74
| – | – | ﹤0.01% | 634 |
|
|
2021
Q3 | $7K | Hold |
74
| – | – | ﹤0.01% | 552 |
|
|
2021
Q2 | $6K | Hold |
74
| – | – | ﹤0.01% | 549 |
|
|
2021
Q1 | $7K | Buy |
+74
| New | +$7K | ﹤0.01% | 586 |
|