Money Concepts Capital’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 |
-1,217
| Closed | -$225K | – | 444 |
|
|
2024
Q4 | $225K | Buy |
+1,217
| New | +$225K | 0.02% | 382 |
|
|
2023
Q1 | – | Sell |
-3,076
| Closed | -$177K | – | 2924 |
|
|
2022
Q4 | $177K | Sell |
3,076
-2,284
| -43% | -$131K | 0.01% | 742 |
|
|
2022
Q3 | $316K | Sell |
5,360
-888
| -14% | -$52.4K | 0.02% | 359 |
|
|
2022
Q2 | $352K | Sell |
6,248
-498
| -7% | -$28.1K | 0.03% | 324 |
|
|
2022
Q1 | $489K | Buy |
6,746
+296
| +5% | +$21.5K | 0.03% | 449 |
|
|
2021
Q4 | $545K | Buy |
+6,450
| New | +$545K | 0.05% | 299 |
|
|
2021
Q1 | $679K | Buy |
7,578
+1,486
| +24% | +$133K | 0.05% | 268 |
|
|
2020
Q4 | $310K | Buy |
+6,092
| New | +$310K | 0.03% | 357 |
|