Klein Pavlis & Peasley Financial’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 | – | Sell |
-4,593
| Closed | -$730K | – | 84 |
|
|
2025
Q1 | $730K | Sell |
4,593
-1,216
| -21% | -$193K | 0.53% | 61 |
|
|
2024
Q4 | $1.08M | Buy |
5,809
+219
| +4% | +$40.6K | 0.87% | 41 |
|
|
2024
Q3 | $866K | Buy |
5,590
+300
| +6% | +$46.5K | 0.69% | 54 |
|
|
2024
Q2 | $747K | Sell |
5,290
-3,710
| -41% | -$524K | 0.66% | 55 |
|
|
2024
Q1 | $1.43M | Sell |
9,000
-5,116
| -36% | -$812K | 1.29% | 29 |
|
|
2023
Q4 | $1.42M | Buy |
+14,116
| New | +$1.42M | 1.33% | 27 |
|