Sound Income Strategies’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 |
-270
| Closed | -$42.7K | – | 1727 |
|
|
2025
Q1 | $42.7K | Buy |
+270
| New | +$42.7K | ﹤0.01% | 541 |
|
|
2022
Q3 | – | Sell |
-120
| Closed | -$7K | – | 996 |
|
|
2022
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 543 |
|
|
2022
Q1 | $9K | Hold |
120
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $10K | Hold |
120
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 448 |
|
|
2021
Q2 | $10K | Hold |
120
| – | – | ﹤0.01% | 491 |
|
|
2021
Q1 | $10.8K | Hold |
120
| – | – | ﹤0.01% | 470 |
|
|
2020
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 563 |
|
|
2020
Q3 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 552 |
|