LGT Financial Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-251
| Closed | -$46.5K | – | 731 |
|
|
2024
Q4 | $46.5K | Hold |
251
| – | – | 0.1% | 156 |
|
|
2024
Q3 | $38.9K | Buy |
251
+73
| +41% | +$11.3K | 0.1% | 165 |
|
|
2024
Q2 | $25.1K | Buy |
178
+62
| +53% | +$8.75K | 0.05% | 250 |
|
|
2024
Q1 | $18.4K | Buy |
116
+90
| +346% | +$14.3K | 0.02% | 375 |
|
|
2023
Q4 | $2.62K | Buy |
+26
| New | +$2.62K | ﹤0.01% | 765 |
|