Smartleaf Asset Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
1,225
-346
| -22% | -$56.8K | 0.02% | 577 |
|
|
2025
Q1 | $250K | Sell |
1,571
-2
| -0.1% | -$318 | 0.02% | 506 |
|
|
2024
Q4 | $293K | Buy |
1,573
+1,130
| +255% | +$211K | 0.03% | 443 |
|
|
2024
Q3 | $68.4K | Buy |
443
+189
| +74% | +$29.2K | 0.01% | 813 |
|
|
2024
Q2 | $36.5K | Buy |
254
+120
| +90% | +$17.2K | 0.01% | 832 |
|
|
2024
Q1 | $21K | Buy |
134
+78
| +139% | +$12.2K | ﹤0.01% | 847 |
|
|
2023
Q4 | $5.29K | Buy |
+56
| New | +$5.29K | ﹤0.01% | 856 |
|