Pathstone Holdings’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 | $6.31M | Sell |
38,612
-3,887
| -9% | -$635K | 0.02% | 468 |
|
|
2025
Q1 | $6.72M | Sell |
42,499
-589
| -1% | -$93.2K | 0.03% | 455 |
|
|
2024
Q4 | $7.98M | Sell |
43,088
-1,042
| -2% | -$193K | 0.04% | 391 |
|
|
2024
Q3 | $6.84M | Sell |
44,130
-1,730
| -4% | -$268K | 0.03% | 451 |
|
|
2024
Q2 | $6.47M | Sell |
45,860
-1,666
| -4% | -$235K | 0.03% | 443 |
|
|
2024
Q1 | $7.55M | Buy |
47,526
+28,992
| +156% | +$4.6M | 0.04% | 387 |
|
|
2023
Q4 | $1.87M | Buy |
+18,534
| New | +$1.87M | 0.01% | 775 |
|