Seeds Investor’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 | – | Sell |
-2,731
| Closed | -$432K | – | 277 |
|
|
2025
Q1 | $432K | Sell |
2,731
-133
| -5% | -$21K | 0.12% | 122 |
|
|
2024
Q4 | $530K | Buy |
2,864
+364
| +15% | +$67.4K | 0.15% | 103 |
|
|
2024
Q3 | $387K | Buy |
2,500
+262
| +12% | +$40.6K | 0.14% | 132 |
|
|
2024
Q2 | $316K | Buy |
2,238
+886
| +66% | +$125K | 0.16% | 130 |
|
|
2024
Q1 | $215K | Buy |
+1,352
| New | +$215K | 0.2% | 152 |
|