Larson Financial Group’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 | $382K | Buy |
2,338
+218
| +10% | +$35.6K | 0.02% | 504 |
|
|
2025
Q1 | $335K | Buy |
2,120
+226
| +12% | +$35.7K | 0.02% | 494 |
|
|
2024
Q4 | $351K | Sell |
1,894
-160
| -8% | -$29.6K | 0.02% | 443 |
|
|
2024
Q3 | $318K | Buy |
2,054
+204
| +11% | +$31.6K | 0.02% | 451 |
|
|
2024
Q2 | $261K | Sell |
1,850
-214
| -10% | -$30.2K | 0.02% | 395 |
|
|
2024
Q1 | $328K | Buy |
2,064
+862
| +72% | +$137K | 0.03% | 299 |
|
|
2023
Q4 | $121K | Buy |
1,202
+544
| +83% | +$54.8K | 0.01% | 453 |
|
|
2023
Q3 | $51.1K | Buy |
+658
| New | +$51.1K | 0.01% | 606 |
|
|
2022
Q4 | – | Sell |
-96
| Closed | -$6K | – | 1533 |
|
|
2022
Q3 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 934 |
|