Lindenwold 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 | $629K | Sell |
3,849
-1
| -0% | -$163 | 0.33% | 58 |
|
|
2025
Q1 | $609K | Sell |
3,850
-76
| -2% | -$12K | 0.34% | 58 |
|
|
2024
Q4 | $727K | Sell |
3,926
-198
| -5% | -$36.7K | 0.39% | 55 |
|
|
2024
Q3 | $639K | Buy |
4,124
+38
| +0.9% | +$5.89K | 0.32% | 59 |
|
|
2024
Q2 | $577K | Sell |
4,086
-126
| -3% | -$17.8K | 0.31% | 59 |
|
|
2024
Q1 | $669K | Sell |
4,212
-44
| -1% | -$6.99K | 0.36% | 58 |
|
|
2023
Q4 | $429K | Sell |
4,256
-192
| -4% | -$19.4K | 0.24% | 72 |
|
|
2023
Q3 | $346K | Sell |
4,448
-2,864
| -39% | -$223K | 0.22% | 75 |
|
|
2023
Q2 | $458K | Sell |
7,312
-2,206
| -23% | -$138K | 0.28% | 67 |
|
|
2023
Q1 | $579K | Sell |
9,518
-110
| -1% | -$6.69K | 0.36% | 65 |
|
|
2022
Q4 | $553K | Sell |
9,628
-442
| -4% | -$25.4K | 0.37% | 68 |
|
|
2022
Q3 | $593K | Buy |
10,070
+54
| +0.5% | +$3.18K | 0.44% | 62 |
|
|
2022
Q2 | $556K | Buy |
10,016
+142
| +1% | +$7.88K | 0.4% | 64 |
|
|
2022
Q1 | $716K | Buy |
9,874
+404
| +4% | +$29.3K | 0.44% | 60 |
|
|
2021
Q4 | $801K | Buy |
+9,470
| New | +$801K | 0.47% | 58 |
|