Stratos Wealth Partners’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 | $253K | Buy |
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|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $4K | Buy |
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