PFG Investments’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 | $446K | Sell |
2,729
-491
| -15% | -$80.2K | 0.03% | 569 |
|
|
2025
Q1 | $509K | Sell |
3,220
-43
| -1% | -$6.8K | 0.03% | 487 |
|
|
2024
Q4 | $604K | Buy |
3,263
+33
| +1% | +$6.11K | 0.04% | 424 |
|
|
2024
Q3 | $500K | Sell |
3,230
-2
| -0.1% | -$310 | 0.03% | 500 |
|
|
2024
Q2 | $456K | Sell |
3,232
-600
| -16% | -$84.7K | 0.03% | 485 |
|
|
2024
Q1 | $608K | Buy |
3,832
+612
| +19% | +$97.2K | 0.04% | 463 |
|
|
2023
Q4 | $325K | Buy |
3,220
+14
| +0.4% | +$1.41K | 0.06% | 331 |
|
|
2023
Q3 | $249K | Buy |
+3,206
| New | +$249K | 0.05% | 404 |
|