OneDigital Investment Advisors’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 | $441K | Buy |
2,697
+76
| +3% | +$12.4K | ﹤0.01% | 959 |
|
|
2025
Q1 | $414K | Buy |
2,621
+562
| +27% | +$88.9K | ﹤0.01% | 930 |
|
|
2024
Q4 | $381K | Sell |
2,059
-4,108
| -67% | -$761K | ﹤0.01% | 1006 |
|
|
2024
Q3 | $955K | Sell |
6,167
-91
| -1% | -$14.1K | 0.01% | 671 |
|
|
2024
Q2 | $884K | Buy |
6,258
+1,568
| +33% | +$221K | 0.01% | 659 |
|
|
2024
Q1 | $745K | Sell |
4,690
-24
| -0.5% | -$3.81K | 0.01% | 601 |
|
|
2023
Q4 | $476K | Sell |
4,714
-82
| -2% | -$8.27K | 0.01% | 734 |
|
|
2023
Q3 | $373K | Buy |
4,796
+220
| +5% | +$17.1K | 0.01% | 727 |
|
|
2023
Q2 | $286K | Buy |
+4,576
| New | +$286K | 0.01% | 844 |
|