Savant Capital’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
$208K Sell
1,272
-8,662
-87% -$1.42M ﹤0.01% 1622
2025
Q1
$1.57M Buy
9,934
+8,662
+681% +$1.37M 0.01% 589
2024
Q4
$236K Sell
1,272
-130
-9% -$24.1K ﹤0.01% 1237
2024
Q3
$217K Buy
+1,402
New +$217K ﹤0.01% 1244