Precedent Wealth Partners’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 | $2.79M | Buy |
17,061
+2,133
| +14% | +$348K | 0.68% | 45 |
|
|
2025
Q1 | $2.36M | Buy |
14,928
+1,146
| +8% | +$181K | 0.66% | 47 |
|
|
2024
Q4 | $2.55M | Buy |
13,782
+114
| +0.8% | +$21.1K | 0.83% | 33 |
|
|
2024
Q3 | $2.12M | Buy |
13,668
+868
| +7% | +$134K | 0.7% | 36 |
|
|
2024
Q2 | $1.81M | Sell |
12,800
-10
| -0.1% | -$1.41K | 0.73% | 33 |
|
|
2024
Q1 | $2.03M | Buy |
12,810
+750
| +6% | +$119K | 0.87% | 27 |
|
|
2023
Q4 | $1.22M | Buy |
+12,060
| New | +$1.22M | 0.62% | 36 |
|