Planned Solutions’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$222K | – | 120 |
|
|
2024
Q4 | $222K | Buy |
1,200
+240
| +25% | +$44.4K | 0.09% | 100 |
|
|
2024
Q3 | $149K | Buy |
+960
| New | +$149K | 0.06% | 145 |
|
|
2024
Q1 | – | Sell |
-960
| Closed | -$96.9K | – | 564 |
|
|
2023
Q4 | $96.9K | Buy |
+960
| New | +$96.9K | 0.05% | 190 |
|