Stratos Wealth Partners’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 | $201K | Buy |
+1,232
| New | +$201K | ﹤0.01% | 1336 |
|
|
2025
Q1 | – | Sell |
-2,244
| Closed | -$416K | – | 1509 |
|
|
2024
Q4 | $416K | Buy |
+2,244
| New | +$416K | 0.01% | 1011 |
|
|
2024
Q3 | – | Sell |
-2,510
| Closed | -$354K | – | 1525 |
|
|
2024
Q2 | $354K | Sell |
2,510
-2,672
| -52% | -$377K | 0.01% | 1030 |
|
|
2024
Q1 | $823K | Sell |
5,182
-308
| -6% | -$48.9K | 0.01% | 713 |
|
|
2023
Q4 | $554K | Buy |
5,490
+1,370
| +33% | +$138K | 0.01% | 835 |
|
|
2023
Q3 | $320K | Buy |
+4,120
| New | +$320K | 0.01% | 987 |
|
|
2018
Q4 | – | Sell |
-126
| Closed | -$4K | – | 2517 |
|
|
2018
Q3 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 2559 |
|
|
2018
Q2 | – | Sell |
-126
| Closed | -$3K | – | 2602 |
|
|
2018
Q1 | $3K | Sell |
126
-28
| -18% | -$667 | ﹤0.01% | 2787 |
|
|
2017
Q4 | $4K | Buy |
+154
| New | +$4K | ﹤0.01% | 2472 |
|