Lido 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
Q2 | $903K | Buy |
5,529
+23
| +0.4% | +$3.76K | ﹤0.01% | 798 |
|
|
2025
Q1 | $871K | Buy |
5,506
+2,426
| +79% | +$384K | ﹤0.01% | 779 |
|
|
2024
Q4 | $570K | Sell |
3,080
-73
| -2% | -$13.5K | ﹤0.01% | 888 |
|
|
2024
Q3 | $489K | Sell |
3,153
-5
| -0.2% | -$775 | ﹤0.01% | 874 |
|
|
2024
Q2 | $446K | Buy |
3,158
+92
| +3% | +$13K | ﹤0.01% | 866 |
|
|
2024
Q1 | $487K | Buy |
3,066
+198
| +7% | +$31.4K | ﹤0.01% | 832 |
|
|
2023
Q4 | $289K | Buy |
2,868
+46
| +2% | +$4.64K | ﹤0.01% | 939 |
|
|
2023
Q3 | $219K | Buy |
+2,822
| New | +$219K | ﹤0.01% | 935 |
|
|
2022
Q1 | – | Sell |
-8,822
| Closed | -$746K | – | 977 |
|
|
2021
Q4 | $746K | Buy |
8,822
+1,720
| +24% | +$145K | 0.01% | 435 |
|
|
2021
Q3 | $629K | Buy |
7,102
+1,600
| +29% | +$142K | 0.01% | 449 |
|
|
2021
Q2 | $439K | Sell |
5,502
-1,762
| -24% | -$141K | 0.01% | 499 |
|
|
2021
Q1 | $651K | Sell |
7,264
-1,612
| -18% | -$144K | 0.01% | 386 |
|
|
2020
Q4 | $452K | Buy |
8,876
+1,104
| +14% | +$56.2K | 0.01% | 447 |
|
|
2020
Q3 | $351K | Sell |
7,772
-754
| -9% | -$34.1K | 0.01% | 399 |
|
|
2020
Q2 | $350K | Buy |
+8,526
| New | +$350K | 0.01% | 364 |
|