Rise 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 | $41.1K | Buy |
252
+2
| +0.8% | +$326 | 0.02% | 279 |
|
|
2025
Q1 | $39.5K | Sell |
250
-90
| -26% | -$14.2K | 0.02% | 271 |
|
|
2024
Q4 | $62.9K | Buy |
340
+1
| +0.3% | +$185 | 0.03% | 192 |
|
|
2024
Q3 | $52.5K | Buy |
339
+1
| +0.3% | +$155 | 0.03% | 233 |
|
|
2024
Q2 | $47.6K | Buy |
338
+2
| +0.6% | +$282 | 0.03% | 242 |
|
|
2024
Q1 | $53.3K | Buy |
+336
| New | +$53.3K | 0.03% | 219 |
|