Proficio Capital 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 | $463K | Buy |
2,832
+102
| +4% | +$16.7K | 0.03% | 263 |
|
|
2025
Q1 | $432K | Buy |
2,730
+54
| +2% | +$8.54K | 0.03% | 238 |
|
|
2024
Q4 | $496K | Buy |
2,676
+203
| +8% | +$37.6K | 0.04% | 189 |
|
|
2024
Q3 | $383K | Sell |
2,473
-151
| -6% | -$23.4K | 0.04% | 184 |
|
|
2024
Q2 | $371K | Sell |
2,624
-16
| -0.6% | -$2.26K | 0.04% | 213 |
|
|
2024
Q1 | $419K | Buy |
2,640
+152
| +6% | +$24.1K | 0.05% | 190 |
|
|
2023
Q4 | $251K | Buy |
+2,488
| New | +$251K | 0.03% | 257 |
|
|
2022
Q2 | – | Sell |
-2,976
| Closed | -$216K | – | 302 |
|
|
2022
Q1 | $216K | Buy |
+2,976
| New | +$216K | 0.03% | 259 |
|
|
2021
Q4 | – | Sell |
-2,292
| Closed | -$203K | – | 326 |
|
|
2021
Q3 | $203K | Sell |
2,292
-344
| -13% | -$30.5K | 0.03% | 296 |
|
|
2021
Q2 | $210K | Buy |
2,636
+196
| +8% | +$15.6K | 0.03% | 287 |
|
|
2021
Q1 | $219K | Buy |
+2,440
| New | +$219K | 0.03% | 244 |
|
|
2019
Q3 | – | Sell |
-786
| Closed | -$26K | – | 1560 |
|
|
2019
Q2 | $26K | Buy |
786
+380
| +94% | +$12.6K | 0.01% | 591 |
|
|
2019
Q1 | $11K | Buy |
406
+66
| +19% | +$1.79K | ﹤0.01% | 857 |
|
|
2018
Q4 | $9K | Hold |
340
| – | – | ﹤0.01% | 766 |
|
|
2018
Q3 | $11K | Hold |
340
| – | – | ﹤0.01% | 786 |
|
|
2018
Q2 | $10K | Sell |
340
-46
| -12% | -$1.35K | ﹤0.01% | 835 |
|
|
2018
Q1 | $10K | Hold |
386
| – | – | ﹤0.01% | 831 |
|
|
2017
Q4 | $10K | Buy |
386
+272
| +239% | +$7.05K | ﹤0.01% | 820 |
|
|
2017
Q3 | $3K | Sell |
114
-430
| -79% | -$11.3K | ﹤0.01% | 1053 |
|
|
2017
Q2 | $13K | Sell |
544
-242
| -31% | -$5.78K | 0.01% | 740 |
|
|
2017
Q1 | $19K | Buy |
+786
| New | +$19K | 0.01% | 636 |
|
|
2016
Q4 | – | Sell |
-1,054
| Closed | -$27K | – | 1187 |
|
|
2016
Q3 | $27K | Buy |
1,054
+1,036
| +5,756% | +$26.5K | 0.02% | 379 |
|
|
2016
Q2 | $0 | Sell |
18
-20
| -53% | – | ﹤0.01% | 1188 |
|
|
2016
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 964 |
|