Principal Securities’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 | $749K | Buy |
4,583
+3,734
| +440% | +$610K | 0.01% | 701 |
|
|
2025
Q1 | $157K | Hold |
849
| – | – | ﹤0.01% | 1234 |
|
|
2024
Q4 | $157K | Sell |
849
-62
| -7% | -$11.5K | ﹤0.01% | 1232 |
|
|
2024
Q3 | $141K | Sell |
911
-4,031
| -82% | -$624K | ﹤0.01% | 1239 |
|
|
2024
Q2 | $698K | Buy |
4,942
+376
| +8% | +$53.1K | 0.02% | 589 |
|
|
2024
Q1 | $725K | Sell |
4,566
-764
| -14% | -$121K | 0.02% | 540 |
|
|
2023
Q4 | $538K | Buy |
+5,330
| New | +$538K | 0.02% | 567 |
|