Northwest Capital 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 | $348 | Hold |
2
| – | – | ﹤0.01% | 333 |
|
2025
Q1 | $335 | Hold |
2
| – | – | ﹤0.01% | 430 |
|
2024
Q4 | $392 | Hold |
2
| – | – | ﹤0.01% | 421 |
|
2024
Q3 | $326 | Hold |
2
| – | – | ﹤0.01% | 440 |
|
2024
Q2 | $310 | Hold |
2
| – | – | ﹤0.01% | 442 |
|
2024
Q1 | $347 | Hold |
2
| – | – | ﹤0.01% | 530 |
|
2023
Q4 | $220 | Hold |
2
| – | – | ﹤0.01% | 532 |
|
2023
Q3 | $169 | Hold |
2
| – | – | ﹤0.01% | 539 |
|
2023
Q2 | $135 | Buy |
+2
| New | +$135 | ﹤0.01% | 547 |
|