Paulson Wealth Management’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 | $294K | Sell |
1,802
-11
| -0.6% | -$1.8K | 0.08% | 115 |
|
|
2025
Q1 | $287K | Buy |
1,813
+40
| +2% | +$6.32K | 0.08% | 110 |
|
|
2024
Q4 | $328K | Buy |
1,773
+48
| +3% | +$8.89K | 0.09% | 103 |
|
|
2024
Q3 | $267K | Buy |
1,725
+9
| +0.5% | +$1.39K | 0.07% | 125 |
|
|
2024
Q2 | $242K | Hold |
1,716
| – | – | 0.07% | 124 |
|
|
2024
Q1 | $272K | Buy |
+1,716
| New | +$272K | 0.08% | 116 |
|