SJS Investment Consulting’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 | $3.11K | Sell |
19
-11
| -37% | -$1.8K | ﹤0.01% | 465 |
|
|
2025
Q1 | $4.74K | Hold |
30
| – | – | ﹤0.01% | 468 |
|
|
2024
Q4 | $5.56K | Sell |
30
-4
| -12% | -$741 | ﹤0.01% | 418 |
|
|
2024
Q3 | $5.27K | Sell |
34
-6
| -15% | -$930 | ﹤0.01% | 481 |
|
|
2024
Q2 | $5.65K | Hold |
40
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $6.35K | Hold |
40
| – | – | ﹤0.01% | 420 |
|
|
2023
Q4 | $4.04K | Buy |
40
+6
| +18% | +$605 | ﹤0.01% | 439 |
|
|
2023
Q3 | $2.64K | Buy |
34
+8
| +31% | +$622 | ﹤0.01% | 523 |
|
|
2023
Q2 | $1.63K | Sell |
26
-2
| -7% | -$125 | ﹤0.01% | 685 |
|
|
2023
Q1 | $1.7K | Sell |
28
-6
| -18% | -$365 | ﹤0.01% | 660 |
|
|
2022
Q4 | $1.95K | Buy |
34
+6
| +21% | +$345 | ﹤0.01% | 641 |
|
|
2022
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 562 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1394 |
|