OneDigital Investment Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.11M | Buy |
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|
2025
Q3 | $513K | Sell |
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|
2025
Q2 | $441K | Buy |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $955K | Sell |
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|
2024
Q2 | $884K | Buy |
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|
2024
Q1 | $745K | Sell |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $286K | Buy |
|