Rebalance’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 | $356K | Hold |
2,180
| – | – | 0.02% | 81 |
|
|
2025
Q1 | $345K | Hold |
2,180
| – | – | 0.03% | 80 |
|
|
2024
Q4 | $404K | Hold |
2,180
| – | – | 0.03% | 81 |
|
|
2024
Q3 | $338K | Hold |
2,180
| – | – | 0.02% | 80 |
|
|
2024
Q2 | $308K | Hold |
2,180
| – | – | 0.02% | 75 |
|
|
2024
Q1 | $346K | Hold |
2,180
| – | – | 0.03% | 73 |
|
|
2023
Q4 | $220K | Buy |
+2,180
| New | +$220K | 0.02% | 88 |
|