Seven Mile Advisory’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 | $450K | Buy |
2,756
+36
| +1% | +$5.88K | 0.27% | 71 |
|
|
2025
Q1 | $430K | Buy |
2,720
+16
| +0.6% | +$2.53K | 0.29% | 69 |
|
|
2024
Q4 | $501K | Sell |
2,704
-229
| -8% | -$42.4K | 0.32% | 58 |
|
|
2024
Q3 | $454K | Buy |
2,933
+33
| +1% | +$5.11K | 0.3% | 64 |
|
|
2024
Q2 | $409K | Buy |
2,900
+22
| +0.8% | +$3.11K | 0.3% | 64 |
|
|
2024
Q1 | $457K | Buy |
2,878
+4
| +0.1% | +$635 | 0.35% | 60 |
|
|
2023
Q4 | $290K | Buy |
2,874
+140
| +5% | +$14.1K | 0.25% | 90 |
|
|
2023
Q3 | $212K | Buy |
+2,734
| New | +$212K | 0.22% | 107 |
|