Kingsview 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 | $513K | Sell |
3,141
-1,225
| -28% | -$200K | 0.01% | 763 |
|
|
2025
Q1 | $690K | Sell |
4,366
-201
| -4% | -$31.8K | 0.01% | 630 |
|
|
2024
Q4 | $846K | Sell |
4,567
-555
| -11% | -$103K | 0.02% | 590 |
|
|
2024
Q3 | $794K | Sell |
5,122
-12,544
| -71% | -$1.94M | 0.02% | 590 |
|
|
2024
Q2 | $2.49M | Buy |
17,666
+10,940
| +163% | +$1.54M | 0.06% | 294 |
|
|
2024
Q1 | $1.07M | Sell |
6,726
-70,578
| -91% | -$11.2M | 0.03% | 481 |
|
|
2023
Q4 | $7.8M | Buy |
77,304
+11,722
| +18% | +$1.18M | 0.23% | 104 |
|
|
2023
Q3 | $5.1M | Buy |
65,582
+12,456
| +23% | +$968K | 0.18% | 126 |
|
|
2023
Q2 | $3.32M | Buy |
53,126
+4,624
| +10% | +$289K | 0.13% | 171 |
|
|
2023
Q1 | $2.95M | Buy |
+48,502
| New | +$2.95M | 0.12% | 181 |
|
|
2021
Q4 | – | Sell |
-16,750
| Closed | -$1.49M | – | 955 |
|
|
2021
Q3 | $1.49M | Buy |
16,750
+4,930
| +42% | +$437K | 0.07% | 281 |
|
|
2021
Q2 | $947K | Buy |
+11,820
| New | +$947K | 0.05% | 392 |
|