Resonant Capital 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 | $646K | Buy |
3,956
+450
| +13% | +$73.5K | 0.04% | 209 |
|
|
2025
Q1 | $554K | Buy |
3,506
+32
| +0.9% | +$5.06K | 0.04% | 201 |
|
|
2024
Q4 | $643K | Buy |
3,474
+56
| +2% | +$10.4K | 0.05% | 182 |
|
|
2024
Q3 | $530K | Buy |
3,418
+84
| +3% | +$13K | 0.04% | 209 |
|
|
2024
Q2 | $471K | Buy |
3,334
+246
| +8% | +$34.7K | 0.04% | 212 |
|
|
2024
Q1 | $490K | Buy |
+3,088
| New | +$490K | 0.04% | 202 |
|