SSWM
Sheets Smith Wealth Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
15,710
-90
| -0.6% | -$14.7K | 0.3% | 76 |
|
|
2025
Q1 | $2.5M | Hold |
15,800
| – | – | 0.31% | 75 |
|
|
2024
Q4 | $2.93M | Hold |
15,800
| – | – | 0.36% | 69 |
|
|
2024
Q3 | $2.45M | Buy |
15,800
+6,400
| +68% | +$991K | 0.3% | 81 |
|
|
2024
Q2 | $2.65M | Sell |
9,400
-2,750
| -23% | -$777K | 0.32% | 76 |
|
|
2024
Q1 | $3.86M | Buy |
12,150
+100
| +0.8% | +$31.8K | 0.43% | 58 |
|
|
2023
Q4 | $2.43M | Buy |
12,050
+300
| +3% | +$60.5K | 0.35% | 76 |
|
|
2023
Q3 | $1.83M | Buy |
11,750
+1,000
| +9% | +$155K | 0.28% | 88 |
|
|
2023
Q2 | $1.35M | Sell |
10,750
-10,000
| -48% | -$1.25M | 0.2% | 111 |
|
|
2023
Q1 | $2.52M | Hold |
20,750
| – | – | 0.39% | 63 |
|
|
2022
Q4 | $2.38M | Sell |
20,750
-8,700
| -30% | -$1,000K | 0.37% | 64 |
|
|
2022
Q3 | $3.47M | Buy |
+29,450
| New | +$3.47M | 0.58% | 46 |
|