MCF 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 | $13.7K | Hold |
84
| – | – | ﹤0.01% | 602 |
|
|
2025
Q1 | $13.3K | Hold |
84
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $15.6K | Hold |
84
| – | – | ﹤0.01% | 595 |
|
|
2024
Q3 | $13K | Sell |
84
-8
| -9% | -$1.24K | ﹤0.01% | 612 |
|
|
2024
Q2 | $13K | Hold |
92
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $14.6K | Sell |
92
-158
| -63% | -$25.1K | ﹤0.01% | 577 |
|
|
2023
Q4 | $25.2K | Buy |
+250
| New | +$25.2K | ﹤0.01% | 472 |
|
|
2020
Q3 | – | Sell |
-232
| Closed | -$10K | – | 513 |
|
|
2020
Q2 | $10K | Hold |
232
| – | – | ﹤0.01% | 372 |
|
|
2020
Q1 | $5K | Buy |
+232
| New | +$5K | ﹤0.01% | 406 |
|