Phillips Wealth Planners’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 | $204K | Buy |
+1,207
| New | +$204K | 0.19% | 187 |
|
|
2025
Q1 | – | Sell |
-1,548
| Closed | -$305K | – | 192 |
|
|
2024
Q4 | $305K | Sell |
1,548
-19
| -1% | -$3.74K | 0.3% | 117 |
|
|
2024
Q3 | $237K | Sell |
1,567
-1,549
| -50% | -$234K | 0.23% | 164 |
|
|
2024
Q2 | $228K | Buy |
3,116
+1,544
| +98% | +$113K | 0.24% | 157 |
|
|
2024
Q1 | $222K | Sell |
1,572
-584
| -27% | -$82.5K | 0.26% | 155 |
|
|
2023
Q4 | $223K | Buy |
+2,156
| New | +$223K | 0.27% | 139 |
|