Sheets Smith Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.78M | Sell |
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|
2025
Q2 | $2.57M | Sell |
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|
2025
Q1 | $2.5M | Hold |
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|
2024
Q4 | $2.93M | Hold |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.65M | Sell |
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|
2024
Q1 | $3.86M | Buy |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $2.52M | Hold |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $3.47M | Buy |
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