Sittner & Nelson’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 | $32.7K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $31.6K | Hold |
200
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $37K | Hold |
200
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $31K | Hold |
200
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $28.2K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $31.8K | Hold |
200
| – | – | 0.02% | 244 |
|
|
2023
Q4 | $20.2K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $15.5K | Hold |
200
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $12.5K | Hold |
200
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $12.2K | Hold |
200
| – | – | 0.01% | 350 |
|
|
2022
Q4 | $11.5K | Hold |
200
| – | – | 0.01% | 326 |
|
|
2022
Q3 | $12K | Hold |
200
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $18K | Hold |
200
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $16K | Hold |
200
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $18K | Hold |
200
| – | – | 0.01% | 245 |
|
|
2020
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 289 |
|