Sowell Financial Services’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 | $722K | Buy |
4,418
+260
| +6% | +$42.5K | 0.03% | 509 |
|
|
2025
Q1 | $657K | Buy |
+4,158
| New | +$657K | 0.03% | 520 |
|
|
2021
Q2 | – | Sell |
-5,176
| Closed | -$474K | – | 2760 |
|
|
2021
Q1 | $474K | Buy |
5,176
+1,162
| +29% | +$106K | 0.02% | 660 |
|
|
2020
Q4 | $204K | Hold |
4,014
| – | – | 0.01% | 829 |
|
|
2020
Q3 | $182K | Hold |
4,014
| – | – | 0.01% | 764 |
|
|
2020
Q2 | $165K | Hold |
4,014
| – | – | 0.01% | 792 |
|
|
2020
Q1 | $85K | Sell |
4,014
-1,848
| -32% | -$39.1K | 0.01% | 898 |
|
|
2019
Q4 | $215K | Hold |
5,862
| – | – | 0.02% | 690 |
|
|
2019
Q3 | $199K | Buy |
+5,862
| New | +$199K | 0.02% | 647 |
|