Sigma Planning Corp’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 | $324K | Sell |
1,982
-40
| -2% | -$6.53K | 0.01% | 961 |
|
|
2025
Q1 | $320K | Buy |
2,022
+96
| +5% | +$15.2K | 0.01% | 922 |
|
|
2024
Q4 | $357K | Sell |
1,926
-10
| -0.5% | -$1.85K | 0.01% | 868 |
|
|
2024
Q3 | $300K | Sell |
1,936
-344
| -15% | -$53.3K | 0.01% | 951 |
|
|
2024
Q2 | $322K | Buy |
2,280
+4
| +0.2% | +$565 | 0.01% | 897 |
|
|
2024
Q1 | $362K | Buy |
+2,276
| New | +$362K | 0.01% | 883 |
|