Sunbelt Securities’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 | $8.3K | Hold |
45
| – | – | ﹤0.01% | 1340 |
|
|
2025
Q1 | $7.09K | Hold |
45
| – | – | ﹤0.01% | 1337 |
|
|
2024
Q4 | $8.36K | Hold |
45
| – | – | ﹤0.01% | 1343 |
|
|
2024
Q3 | $6.95K | Sell |
45
-39
| -46% | -$6.02K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $12K | Hold |
84
| – | – | ﹤0.01% | 1228 |
|
|
2024
Q1 | $13.4K | Buy |
+84
| New | +$13.4K | ﹤0.01% | 1175 |
|