Modern Wealth Management’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 | $877K | Sell |
5,366
-2,917
| -35% | -$477K | 0.02% | 380 |
|
|
2025
Q1 | $1.31M | Buy |
8,283
+3,206
| +63% | +$507K | 0.04% | 268 |
|
|
2024
Q4 | $940K | Sell |
5,077
-59
| -1% | -$10.9K | 0.04% | 262 |
|
|
2024
Q3 | $796K | Buy |
5,136
+136
| +3% | +$21.1K | 0.05% | 191 |
|
|
2024
Q2 | $706K | Sell |
5,000
-292
| -6% | -$41.2K | 0.05% | 170 |
|
|
2024
Q1 | $840K | Buy |
+5,292
| New | +$840K | 0.08% | 130 |
|