Kingsview 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 | $566K | Sell |
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|
2025
Q2 | $513K | Sell |
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|
2025
Q1 | $690K | Sell |
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|
2024
Q4 | $846K | Sell |
|
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|
2024
Q3 | $794K | Sell |
|
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|
2024
Q2 | $2.49M | Buy |
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|
2024
Q1 | $1.07M | Sell |
|
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|
2023
Q4 | $7.8M | Buy |
|
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|
2023
Q3 | $5.1M | Buy |
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|
2023
Q2 | $3.32M | Buy |
|
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|
2023
Q1 | $2.95M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $947K | Buy |
|