Snowden Capital Advisors’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 | – | Sell |
-2,081
| Closed | -$329K | – | 1275 |
|
|
2025
Q1 | $329K | Buy |
2,081
+755
| +57% | +$119K | 0.01% | 933 |
|
|
2024
Q4 | $246K | Buy |
+1,326
| New | +$246K | 0.01% | 1079 |
|
|
2024
Q2 | – | Sell |
-1,288
| Closed | -$204K | – | 1241 |
|
|
2024
Q1 | $204K | Buy |
+1,288
| New | +$204K | 0.01% | 1124 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$33K | – | 2069 |
|
|
2021
Q4 | $33K | Buy |
+400
| New | +$33K | ﹤0.01% | 1151 |
|