Moseley Investment 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 | $225K | Buy |
1,378
+15
| +1% | +$2.45K | 0.08% | 150 |
|
|
2025
Q1 | $215K | Buy |
1,363
+27
| +2% | +$4.27K | 0.08% | 144 |
|
|
2024
Q4 | $247K | Buy |
1,336
+31
| +2% | +$5.74K | 0.1% | 134 |
|
|
2024
Q3 | $202K | Buy |
+1,305
| New | +$202K | 0.08% | 149 |
|
|
2024
Q2 | – | Sell |
-1,404
| Closed | -$223K | – | 154 |
|
|
2024
Q1 | $223K | Buy |
+1,404
| New | +$223K | 0.11% | 132 |
|