Merit Financial Group’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 | $729K | Sell |
4,461
-3,195
| -42% | -$522K | 0.01% | 928 |
|
|
2025
Q1 | $1.21M | Buy |
7,656
+517
| +7% | +$81.7K | 0.02% | 589 |
|
|
2024
Q4 | $1.32M | Buy |
+7,139
| New | +$1.32M | 0.02% | 434 |
|
|
2024
Q3 | – | Sell |
-6,132
| Closed | -$866K | – | 971 |
|
|
2024
Q2 | $866K | Buy |
+6,132
| New | +$866K | 0.02% | 451 |
|