Quantum Financial Advisors’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 | $245K | Sell |
1,502
-1
| -0.1% | -$163 | 0.03% | 154 |
|
|
2025
Q1 | $238K | Buy |
1,503
+1
| +0.1% | +$158 | 0.04% | 148 |
|
|
2024
Q4 | $278K | Sell |
1,502
-6
| -0.4% | -$1.11K | 0.04% | 132 |
|
|
2024
Q3 | $234K | Hold |
1,508
| – | – | 0.04% | 159 |
|
|
2024
Q2 | $213K | Hold |
1,508
| – | – | 0.04% | 156 |
|
|
2024
Q1 | $239K | Buy |
+1,508
| New | +$239K | 0.04% | 146 |
|