Silverlake Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,616
| Closed | -$299K | – | 274 |
|
|
2024
Q4 | $299K | Hold |
1,616
| – | – | 0.11% | 189 |
|
|
2024
Q3 | $250K | Sell |
1,616
-184
| -10% | -$28.5K | 0.09% | 226 |
|
|
2024
Q2 | $254K | Hold |
1,800
| – | – | 0.1% | 213 |
|
|
2024
Q1 | $286K | Buy |
+1,800
| New | +$286K | 0.15% | 180 |
|
|
2022
Q4 | – | Sell |
-3,772
| Closed | -$222K | – | 223 |
|
|
2022
Q3 | $222K | Hold |
3,772
| – | – | 0.15% | 168 |
|
|
2022
Q2 | $209K | Hold |
3,772
| – | – | 0.14% | 180 |
|
|
2022
Q1 | $273K | Hold |
3,772
| – | – | 0.16% | 162 |
|
|
2021
Q4 | $319K | Buy |
+3,772
| New | +$319K | 0.17% | 144 |
|