Key Financial Inc’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 | $10.1K | Hold |
62
| – | – | ﹤0.01% | 857 |
|
|
2025
Q1 | $9.8K | Hold |
62
| – | – | ﹤0.01% | 818 |
|
|
2024
Q4 | $11.5K | Hold |
62
| – | – | ﹤0.01% | 786 |
|
|
2024
Q3 | $9.61K | Hold |
62
| – | – | ﹤0.01% | 813 |
|
|
2024
Q2 | $8.75K | Hold |
62
| – | – | ﹤0.01% | 816 |
|
|
2024
Q1 | $9.84K | Hold |
62
| – | – | ﹤0.01% | 766 |
|
|
2023
Q4 | $6.26K | Hold |
62
| – | – | ﹤0.01% | 855 |
|
|
2023
Q3 | $4.82K | Hold |
62
| – | – | ﹤0.01% | 919 |
|
|
2023
Q2 | $3.88K | Buy |
+62
| New | +$3.88K | ﹤0.01% | 1026 |
|