Saxon Interests’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 | $381K | Hold |
2,410
| – | – | 0.18% | 124 |
|
|
2025
Q1 | $381K | Buy |
2,410
+128
| +6% | +$20.2K | 0.18% | 124 |
|
|
2024
Q4 | $423K | Sell |
2,282
-264
| -10% | -$48.9K | 0.19% | 113 |
|
|
2024
Q3 | $394K | Sell |
2,546
-2
| -0.1% | -$310 | 0.18% | 117 |
|
|
2024
Q2 | $360K | Sell |
2,548
-70
| -3% | -$9.88K | 0.17% | 122 |
|
|
2024
Q1 | $416K | Sell |
2,618
-68
| -3% | -$10.8K | 0.2% | 112 |
|
|
2023
Q4 | $271K | Buy |
+2,686
| New | +$271K | 0.14% | 148 |
|