NewSquare Capital’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 | $9.97K | Buy |
61
+25
| +69% | +$4.08K | ﹤0.01% | 646 |
|
|
2025
Q1 | $5.69K | Buy |
36
+28
| +350% | +$4.43K | ﹤0.01% | 655 |
|
|
2024
Q4 | $1.48K | Buy |
+8
| New | +$1.48K | ﹤0.01% | 605 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 897 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 419 |
|
|
2021
Q4 | – | Sell |
-39,070
| Closed | -$3.46M | – | 404 |
|
|
2021
Q3 | $3.46M | Buy |
39,070
+1,380
| +4% | +$122K | 0.41% | 64 |
|
|
2021
Q2 | $3.01M | Buy |
37,690
+2,320
| +7% | +$185K | 0.36% | 80 |
|
|
2021
Q1 | $3.17M | Buy |
+35,370
| New | +$3.17M | 0.42% | 64 |
|