Raymond James Trust’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $708K | Sell |
4,570
-1,332
| -23% | -$206K | 0.02% | 626 |
|
|
2024
Q2 | $833K | Sell |
5,902
-182
| -3% | -$25.7K | 0.02% | 533 |
|
|
2024
Q1 | $966K | Sell |
6,084
-654
| -10% | -$104K | 0.02% | 486 |
|
|
2023
Q4 | $680K | Sell |
6,738
-100
| -1% | -$10.1K | 0.02% | 565 |
|
|
2023
Q3 | $531K | Buy |
6,838
+252
| +4% | +$19.6K | 0.02% | 604 |
|
|
2023
Q2 | $413K | Sell |
6,586
-594
| -8% | -$37.2K | 0.01% | 740 |
|
|
2023
Q1 | $436K | Buy |
7,180
+1,230
| +21% | +$74.7K | 0.01% | 687 |
|
|
2022
Q4 | $342K | Buy |
+5,950
| New | +$342K | 0.01% | 776 |
|