Proficio Capital Partners’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $434K | Sell |
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|
2025
Q2 | $463K | Buy |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $496K | Buy |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $251K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $203K | Sell |
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|
2021
Q2 | $210K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $26K | Buy |
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|
2019
Q1 | $11K | Buy |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Buy |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $13K | Sell |
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|
2017
Q1 | $19K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $27K | Buy |
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|
2016
Q2 | $0 | Sell |
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|
2016
Q1 | $1K | Buy |
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