Mechanics Financial Corp’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-120
| Closed | -$22.2K | – | 252 |
|
|
2024
Q4 | $22.2K | Hold |
120
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $18.6K | Hold |
120
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $16.9K | Hold |
120
| – | – | 0.01% | 188 |
|
|
2024
Q1 | $19.1K | Buy |
120
+50
| +71% | +$7.94K | 0.01% | 176 |
|
|
2023
Q4 | $7.06K | Hold |
70
| – | – | ﹤0.01% | 182 |
|
|
2023
Q3 | $5.44K | Hold |
70
| – | – | ﹤0.01% | 188 |
|
|
2023
Q2 | $4.38K | Hold |
70
| – | – | ﹤0.01% | 194 |
|
|
2023
Q1 | $4.26K | Hold |
70
| – | – | ﹤0.01% | 194 |
|
|
2022
Q4 | $4K | Buy |
70
+40
| +133% | +$2.29K | ﹤0.01% | 199 |
|
|
2022
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 216 |
|