Spire Wealth Management’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 | $121K | Sell |
830
-260
| -24% | -$37.9K | ﹤0.01% | 914 |
|
|
2025
Q1 | $172K | Sell |
1,090
-6
| -0.5% | -$949 | 0.01% | 857 |
|
|
2024
Q4 | $203K | Buy |
1,096
+399
| +57% | +$73.9K | 0.01% | 813 |
|
|
2024
Q3 | $108K | Sell |
697
-105
| -13% | -$16.3K | ﹤0.01% | 891 |
|
|
2024
Q2 | $113K | Sell |
802
-750
| -48% | -$106K | ﹤0.01% | 859 |
|
|
2024
Q1 | $247K | Sell |
1,552
-270
| -15% | -$42.9K | ﹤0.01% | 719 |
|
|
2023
Q4 | $188K | Buy |
1,822
+10
| +0.6% | +$1.03K | 0.01% | 779 |
|
|
2023
Q3 | $141K | Buy |
1,812
+1,154
| +175% | +$89.7K | 0.01% | 823 |
|
|
2023
Q2 | $41.2K | Sell |
658
-4
| -0.6% | -$250 | ﹤0.01% | 1280 |
|
|
2023
Q1 | $40.3K | Hold |
662
| – | – | ﹤0.01% | 1286 |
|
|
2022
Q4 | $38K | Sell |
662
-10
| -1% | -$574 | ﹤0.01% | 1091 |
|
|
2022
Q3 | $40K | Sell |
672
-22
| -3% | -$1.31K | ﹤0.01% | 1037 |
|
|
2022
Q2 | $39K | Sell |
694
-694
| -50% | -$39K | ﹤0.01% | 1401 |
|
|
2022
Q1 | $101K | Sell |
1,388
-236
| -15% | -$17.2K | ﹤0.01% | 1161 |
|
|
2021
Q4 | $137K | Buy |
1,624
+238
| +17% | +$20.1K | ﹤0.01% | 1275 |
|
|
2021
Q3 | $123K | Sell |
1,386
-2
| -0.1% | -$177 | ﹤0.01% | 1124 |
|
|
2021
Q2 | $111K | Buy |
1,388
+2
| +0.1% | +$160 | ﹤0.01% | 1155 |
|
|
2021
Q1 | $124K | Buy |
+1,386
| New | +$124K | ﹤0.01% | 1298 |
|