Private Wealth Management 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 | $14.7K | Hold |
90
| – | – | ﹤0.01% | 382 |
|
|
2025
Q1 | $14.2K | Sell |
90
-3
| -3% | -$474 | 0.01% | 377 |
|
|
2024
Q4 | $17.2K | Buy |
93
+3
| +3% | +$556 | 0.01% | 339 |
|
|
2024
Q3 | $13.9K | Hold |
90
| – | – | 0.01% | 370 |
|
|
2024
Q2 | $12.7K | Hold |
90
| – | – | 0.01% | 384 |
|
|
2024
Q1 | $14.3K | Hold |
90
| – | – | 0.01% | 335 |
|
|
2023
Q4 | $9.08K | Buy |
+90
| New | +$9.08K | ﹤0.01% | 429 |
|