NorthRock Partners’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 | $310K | Sell |
1,897
-213
| -10% | -$34.8K | 0.01% | 520 |
|
|
2025
Q1 | $334K | Buy |
2,110
+177
| +9% | +$28K | 0.01% | 444 |
|
|
2024
Q4 | $358K | Sell |
1,933
-86
| -4% | -$15.9K | 0.01% | 424 |
|
|
2024
Q3 | $313K | Sell |
2,019
-165
| -8% | -$25.6K | 0.01% | 479 |
|
|
2024
Q2 | $308K | Sell |
2,184
-170
| -7% | -$24K | 0.01% | 460 |
|
|
2024
Q1 | $374K | Sell |
2,354
-166
| -7% | -$26.4K | 0.01% | 424 |
|
|
2023
Q4 | $254K | Buy |
+2,520
| New | +$254K | 0.01% | 489 |
|