Level Four Advisory Services’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 | $5.71M | Buy |
34,973
+1,442
| +4% | +$236K | 0.21% | 135 |
|
|
2025
Q1 | $5.3M | Sell |
33,531
-1,836
| -5% | -$290K | 0.22% | 141 |
|
|
2024
Q4 | $6.55M | Buy |
35,367
+1,900
| +6% | +$352K | 0.27% | 99 |
|
|
2024
Q3 | $4.49M | Buy |
33,467
+12,381
| +59% | +$1.66M | 0.19% | 156 |
|
|
2024
Q2 | $2.98M | Sell |
21,086
-7,684
| -27% | -$1.08M | 0.13% | 192 |
|
|
2024
Q1 | $2.9M | Buy |
28,770
+1,104
| +4% | +$111K | 0.16% | 155 |
|
|
2023
Q4 | $2.79M | Sell |
27,666
-2,378
| -8% | -$240K | 0.16% | 158 |
|
|
2023
Q3 | $2.33M | Buy |
30,044
+864
| +3% | +$67.1K | 0.15% | 165 |
|
|
2023
Q2 | $1.83M | Buy |
+29,180
| New | +$1.83M | 0.11% | 202 |
|
|
2017
Q3 | – | Sell |
-10,670
| Closed | -$287K | – | 530 |
|
|
2017
Q2 | $287K | Sell |
10,670
-298
| -3% | -$8.02K | 0.04% | 381 |
|
|
2017
Q1 | $295K | Sell |
10,968
-28,672
| -72% | -$771K | 0.03% | 417 |
|
|
2016
Q4 | $959K | Buy |
+39,640
| New | +$959K | 0.12% | 174 |
|