Prime Capital Investment Advisors’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 | $364K | Sell |
2,228
-644
| -22% | -$105K | ﹤0.01% | 703 |
|
|
2025
Q1 | $454K | Buy |
2,872
+603
| +27% | +$95.3K | 0.01% | 705 |
|
|
2024
Q4 | $420K | Buy |
2,269
+27
| +1% | +$5K | 0.01% | 617 |
|
|
2024
Q3 | $347K | Sell |
2,242
-66
| -3% | -$10.2K | ﹤0.01% | 684 |
|
|
2024
Q2 | $326K | Sell |
2,308
-1,030
| -31% | -$145K | ﹤0.01% | 701 |
|
|
2024
Q1 | $530K | Buy |
3,338
+178
| +6% | +$28.3K | 0.01% | 608 |
|
|
2023
Q4 | $319K | Sell |
3,160
-298
| -9% | -$30.1K | ﹤0.01% | 717 |
|
|
2023
Q3 | $269K | Buy |
+3,458
| New | +$269K | 0.01% | 614 |
|
|
2019
Q4 | – | Sell |
-46,804
| Closed | -$1.59M | – | 655 |
|
|
2019
Q3 | $1.59M | Buy |
+46,804
| New | +$1.59M | 0.25% | 100 |
|
|
2019
Q1 | – | Sell |
-126
| Closed | -$3K | – | 472 |
|
|
2018
Q4 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 318 |
|