SkyOak Wealth’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 | $227K | Buy |
1,387
+42
| +3% | +$6.86K | 0.05% | 221 |
|
|
2025
Q1 | $213K | Sell |
1,345
-1,518
| -53% | -$240K | 0.05% | 221 |
|
|
2024
Q4 | $530K | Sell |
2,863
-210
| -7% | -$38.9K | 0.11% | 112 |
|
|
2024
Q3 | $476K | Sell |
3,073
-269
| -8% | -$41.7K | 0.11% | 119 |
|
|
2024
Q2 | $472K | Sell |
3,342
-446
| -12% | -$63K | 0.11% | 121 |
|
|
2024
Q1 | $601K | Sell |
3,788
-334
| -8% | -$53K | 0.14% | 109 |
|
|
2023
Q4 | $416K | Sell |
4,122
-168
| -4% | -$17K | 0.11% | 136 |
|
|
2023
Q3 | $333K | Sell |
4,290
-66
| -2% | -$5.13K | 0.1% | 147 |
|
|
2023
Q2 | $273K | Buy |
4,356
+578
| +15% | +$36.2K | 0.08% | 183 |
|
|
2023
Q1 | $230K | Buy |
+3,778
| New | +$230K | 0.07% | 203 |
|
|
2021
Q4 | – | Sell |
-2,868
| Closed | -$254K | – | 259 |
|
|
2021
Q3 | $254K | Sell |
2,868
-22
| -0.8% | -$1.95K | 0.07% | 197 |
|
|
2021
Q2 | $231K | Sell |
2,890
-120
| -4% | -$9.59K | 0.06% | 204 |
|
|
2021
Q1 | $265K | Buy |
+3,010
| New | +$265K | 0.07% | 185 |
|