Portside Wealth Group’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 | $440K | Buy |
2,696
+443
| +20% | +$72.4K | 0.07% | 265 |
|
|
2025
Q1 | $356K | Sell |
2,253
-1,702
| -43% | -$269K | 0.06% | 287 |
|
|
2024
Q4 | $732K | Buy |
3,955
+1,237
| +46% | +$229K | 0.12% | 179 |
|
|
2024
Q3 | $421K | Buy |
2,718
+476
| +21% | +$73.7K | 0.07% | 243 |
|
|
2024
Q2 | $317K | Sell |
2,242
-392
| -15% | -$55.3K | 0.06% | 267 |
|
|
2024
Q1 | $418K | Buy |
2,634
+152
| +6% | +$24.1K | 0.08% | 235 |
|
|
2023
Q4 | $250K | Buy |
+2,482
| New | +$250K | 0.05% | 301 |
|
|
2023
Q3 | – | Sell |
-10,014
| Closed | -$627K | – | 385 |
|
|
2023
Q2 | $627K | Buy |
+10,014
| New | +$627K | 0.12% | 173 |
|