Moran 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 | $36.4M | Sell |
223,034
-61,801
| -22% | -$10.1M | 1.12% | 13 |
|
|
2025
Q1 | $45M | Sell |
284,835
-28,118
| -9% | -$4.45M | 1.51% | 4 |
|
|
2024
Q4 | $58M | Buy |
312,953
+4,623
| +1% | +$856K | 1.85% | 3 |
|
|
2024
Q3 | $47.8M | Sell |
308,330
-13,192
| -4% | -$2.04M | 1.47% | 6 |
|
|
2024
Q2 | $45.4M | Sell |
321,522
-16,332
| -5% | -$2.31M | 1.49% | 8 |
|
|
2024
Q1 | $53.6M | Sell |
337,854
-20,572
| -6% | -$3.27M | 1.74% | 4 |
|
|
2023
Q4 | $36.2M | Sell |
358,426
-25,350
| -7% | -$2.56M | 1.29% | 7 |
|
|
2023
Q3 | $29.8M | Sell |
383,776
-1,292
| -0.3% | -$100K | 1.15% | 13 |
|
|
2023
Q2 | $24.1M | Sell |
385,068
-1,184
| -0.3% | -$74.1K | 0.9% | 19 |
|
|
2023
Q1 | $23.5M | Buy |
386,252
+32,732
| +9% | +$1.99M | 0.89% | 23 |
|
|
2022
Q4 | $20.3M | Buy |
+353,520
| New | +$20.3M | 0.77% | 30 |
|