Money Concepts Capital’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $211K | Sell |
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|
2025
Q3 | $234K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $225K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $177K | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $310K | Buy |
|