PGAM
Princeton Global Asset Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
2,300
-64
| -3% | -$10.5K | 0.07% | 143 |
|
|
2025
Q1 | $374K | Hold |
2,364
| – | – | 0.07% | 143 |
|
|
2024
Q4 | $438K | Buy |
2,364
+2,300
| +3,594% | +$426K | 0.08% | 139 |
|
|
2024
Q3 | $9.92K | Buy |
64
+32
| +100% | +$4.96K | ﹤0.01% | 495 |
|
|
2024
Q2 | $9.04K | Hold |
32
| – | – | ﹤0.01% | 468 |
|
|
2024
Q1 | $10.2K | Hold |
32
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $6.46K | Hold |
32
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $4.97K | Hold |
32
| – | – | ﹤0.01% | 472 |
|
|
2023
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $3.89K | Hold |
32
| – | – | ﹤0.01% | 491 |
|
|
2022
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 481 |
|
|
2022
Q3 | $4K | Sell |
32
-1,875
| -98% | -$234K | ﹤0.01% | 476 |
|
|
2022
Q2 | $212K | Sell |
1,907
-320
| -14% | -$35.6K | 0.07% | 155 |
|
|
2022
Q1 | $323K | Sell |
2,227
-988
| -31% | -$143K | 0.09% | 135 |
|
|
2021
Q4 | $544K | Buy |
+3,215
| New | +$544K | 0.15% | 117 |
|