Moisand Fitzgerald Tamayo’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 | $7.52K | Hold |
46
| – | – | ﹤0.01% | 373 |
|
|
2025
Q1 | $7.27K | Hold |
46
| – | – | ﹤0.01% | 375 |
|
|
2024
Q4 | $8.52K | Hold |
46
| – | – | ﹤0.01% | 361 |
|
|
2024
Q3 | $7.13K | Hold |
46
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $6.5K | Hold |
46
| – | – | ﹤0.01% | 359 |
|
|
2024
Q1 | $7.3K | Hold |
46
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $4.64K | Hold |
46
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $3.58K | Hold |
46
| – | – | ﹤0.01% | 476 |
|
|
2023
Q2 | $2.88K | Hold |
46
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $2.8K | Hold |
46
| – | – | ﹤0.01% | 492 |
|
|
2022
Q4 | $2.64K | Buy |
+46
| New | +$2.64K | ﹤0.01% | 504 |
|
|
2022
Q3 | – | Sell |
-54
| Closed | -$3K | – | 896 |
|
|
2022
Q2 | $3K | Sell |
54
-20
| -27% | -$1.11K | ﹤0.01% | 381 |
|
|
2022
Q1 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 273 |
|