Spire Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Buy |
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|
2025
Q2 | $121K | Sell |
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|
2025
Q1 | $172K | Sell |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $108K | Sell |
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|
2024
Q2 | $113K | Sell |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $188K | Buy |
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|
2023
Q3 | $141K | Buy |
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|
2023
Q2 | $41.2K | Sell |
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|
2023
Q1 | $40.3K | Hold |
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|
2022
Q4 | $38K | Sell |
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|
2022
Q3 | $40K | Sell |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $101K | Sell |
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|
2021
Q4 | $137K | Buy |
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|
2021
Q3 | $123K | Sell |
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|
2021
Q2 | $111K | Buy |
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|
2021
Q1 | $124K | Buy |
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