Stiles 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 | $2.38M | Buy |
14,590
+1,275
| +10% | +$208K | 0.82% | 42 |
|
|
2025
Q1 | $2.1M | Sell |
13,315
-535
| -4% | -$84.6K | 0.81% | 43 |
|
|
2024
Q4 | $2.57M | Sell |
13,850
-1,099
| -7% | -$204K | 0.93% | 32 |
|
|
2024
Q3 | $2.32M | Buy |
14,949
+641
| +4% | +$99.4K | 0.82% | 39 |
|
|
2024
Q2 | $2.02M | Buy |
14,308
+762
| +6% | +$108K | 0.78% | 44 |
|
|
2024
Q1 | $2.15M | Buy |
13,546
+246
| +2% | +$39.1K | 0.86% | 37 |
|
|
2023
Q4 | $1.34M | Buy |
13,300
+5,028
| +61% | +$507K | 0.61% | 55 |
|
|
2023
Q3 | $643K | Buy |
8,272
+3,404
| +70% | +$264K | 0.33% | 88 |
|
|
2023
Q2 | $305K | Buy |
+4,868
| New | +$305K | 0.15% | 139 |
|