Mutual Advisors’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 | $234K | Buy |
+1,289
| New | +$234K | 0.01% | 1074 |
|
|
2025
Q1 | – | Sell |
-1,297
| Closed | -$258K | – | 1167 |
|
|
2024
Q4 | $258K | Buy |
+1,297
| New | +$258K | 0.01% | 937 |
|
|
2023
Q3 | – | Sell |
-3,208
| Closed | -$201K | – | 1059 |
|
|
2023
Q2 | $201K | Buy |
+3,208
| New | +$201K | 0.01% | 948 |
|