McBroom & 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 | $660K | Hold |
4,177
| – | – | 0.38% | 31 |
|
|
2025
Q1 | $660K | Hold |
4,177
| – | – | 0.38% | 31 |
|
|
2024
Q4 | $773K | Sell |
4,177
-3
| -0.1% | -$556 | 0.44% | 29 |
|
|
2024
Q3 | $648K | Hold |
4,180
| – | – | 0.4% | 29 |
|
|
2024
Q2 | $590K | Hold |
4,180
| – | – | 0.37% | 29 |
|
|
2024
Q1 | $664K | Buy |
4,180
+2
| +0% | +$318 | 0.44% | 27 |
|
|
2023
Q4 | $422K | Sell |
4,178
-4
| -0.1% | -$404 | 0.31% | 30 |
|
|
2023
Q3 | $325K | Sell |
4,182
-2
| -0% | -$155 | 0.26% | 33 |
|
|
2023
Q2 | $262K | Hold |
4,184
| – | – | 0.21% | 34 |
|
|
2023
Q1 | $255K | Buy |
4,184
+4
| +0.1% | +$243 | 0.23% | 33 |
|
|
2022
Q4 | $240K | Hold |
4,180
| – | – | 0.26% | 35 |
|
|
2022
Q3 | $246K | Hold |
4,180
| – | – | 0.28% | 33 |
|
|
2022
Q2 | $232K | Hold |
4,180
| – | – | 0.25% | 27 |
|
|
2022
Q1 | $303K | Hold |
4,180
| – | – | 0.27% | 26 |
|
|
2021
Q4 | $353K | Buy |
+4,180
| New | +$353K | 0.27% | 26 |
|