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NewSquare Capital’s Williams-Sonoma WSM Stock Holding History

NewSquare Capital’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-61
Closed -$9.97K – 1248
2025
Q2 		$9.97K Buy
61
+25
+69% +$3.92K ﹤0.01% 651
2025
Q1 		$5.69K Buy
36
+28
+350% +$5.41K ﹤0.01% 660
2024
Q4 		$1.48K Buy
+8
New +$1.27K ﹤0.01% 605
2022
Q4 		– Sell
-10
Closed -$1K – 883
2022
Q3 		$1K Buy
+10
New +$710 ﹤0.01% 419
2021
Q4 		– Sell
-39,070
Closed -$3.46M – 399
2021
Q3 		$3.46M Buy
39,070
+1,380
+4% +$117K 0.41% 64
2021
Q2 		$3.01M Buy
37,690
+2,320
+7% +$197K 0.36% 80
2021
Q1 		$3.17M Buy
+35,370
New +$2.39M 0.42% 64

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