M. Kulyk & Associates’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 | $2.97M | Buy |
18,153
+229
| +1% | +$37.4K | 0.64% | 44 |
|
2025
Q1 | $2.83M | Sell |
17,924
-10,214
| -36% | -$1.61M | 0.65% | 46 |
|
2024
Q4 | $5.21M | Sell |
28,138
-6,445
| -19% | -$1.19M | 1.13% | 31 |
|
2024
Q3 | $5.36M | Sell |
34,583
-267
| -0.8% | -$41.4K | 1.08% | 34 |
|
2024
Q2 | $4.92M | Sell |
34,850
-4,036
| -10% | -$570K | 1.14% | 32 |
|
2024
Q1 | $6.17M | Sell |
38,886
-13,102
| -25% | -$2.08M | 1.43% | 27 |
|
2023
Q4 | $5.25M | Sell |
51,988
-6,880
| -12% | -$694K | 1.22% | 33 |
|
2023
Q3 | $4.57M | Buy |
58,868
+4,970
| +9% | +$386K | 1.27% | 30 |
|
2023
Q2 | $3.37M | Buy |
53,898
+13,054
| +32% | +$817K | 0.94% | 40 |
|
2023
Q1 | $2.48M | Buy |
40,844
+3,824
| +10% | +$233K | 0.75% | 44 |
|
2022
Q4 | $2.13M | Buy |
37,020
+2,640
| +8% | +$152K | 0.71% | 45 |
|
2022
Q3 | $2.03M | Buy |
+34,380
| New | +$2.03M | 0.7% | 46 |
|