MainStreet Investment 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 | $240K | Sell |
1,468
-428
| -23% | -$69.9K | 0.03% | 148 |
|
|
2025
Q1 | $300K | Sell |
1,896
-1,252
| -40% | -$198K | 0.04% | 139 |
|
|
2024
Q4 | $583K | Sell |
3,148
-958
| -23% | -$177K | 0.08% | 108 |
|
|
2024
Q3 | $636K | Sell |
4,106
-1,130
| -22% | -$175K | 0.08% | 101 |
|
|
2024
Q2 | $370K | Buy |
5,236
+230
| +5% | +$16.2K | 0.05% | 132 |
|
|
2024
Q1 | $795K | Sell |
5,006
-410
| -8% | -$65.1K | 0.1% | 103 |
|
|
2023
Q4 | $546K | Buy |
5,416
+514
| +10% | +$51.9K | 0.06% | 118 |
|
|
2023
Q3 | $381K | Buy |
4,902
+54
| +1% | +$4.2K | 0.04% | 143 |
|
|
2023
Q2 | $303K | Buy |
4,848
+136
| +3% | +$8.51K | 0.03% | 166 |
|
|
2023
Q1 | $287K | Buy |
4,712
+68
| +1% | +$4.14K | 0.03% | 167 |
|
|
2022
Q4 | $267K | Buy |
+4,644
| New | +$267K | 0.03% | 156 |
|