ORG 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 | $50.6K | Buy |
299
+9
| +3% | +$1.52K | 0.01% | 534 |
|
|
2025
Q1 | $46.1K | Buy |
290
+40
| +16% | +$6.36K | 0.01% | 505 |
|
|
2024
Q4 | $46.3K | Buy |
+250
| New | +$46.3K | 0.01% | 568 |
|
|
2024
Q3 | – | Sell |
-220
| Closed | -$30.5K | – | 1397 |
|
|
2024
Q2 | $30.5K | Sell |
220
-64
| -23% | -$8.86K | ﹤0.01% | 965 |
|
|
2024
Q1 | $44.7K | Buy |
+284
| New | +$44.7K | 0.09% | 144 |
|