OmniStar Financial Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,555
| Closed | -$843K | – | 171 |
|
|
2024
Q4 | $843K | Sell |
4,555
-238
| -5% | -$44.1K | 0.68% | 42 |
|
|
2024
Q3 | $744K | Buy |
+4,793
| New | +$744K | 0.56% | 67 |
|
|
2022
Q1 | – | Sell |
-3,374
| Closed | -$285K | – | 123 |
|
|
2021
Q4 | $285K | Sell |
3,374
-76
| -2% | -$6.42K | 0.29% | 102 |
|
|
2021
Q3 | $305K | Buy |
+3,450
| New | +$305K | 0.36% | 88 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 115 |
|