Toth Financial Advisory’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 | $3.27K | Hold |
20
| – | – | ﹤0.01% | 586 |
|
|
2025
Q1 | $3.16K | Hold |
20
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $3.7K | Hold |
20
| – | – | ﹤0.01% | 532 |
|
|
2024
Q3 | $3.1K | Hold |
20
| – | – | ﹤0.01% | 548 |
|
|
2024
Q2 | $2.82K | Hold |
20
| – | – | ﹤0.01% | 574 |
|
|
2024
Q1 | $3.18K | Hold |
20
| – | – | ﹤0.01% | 556 |
|
|
2023
Q4 | $2.02K | Hold |
20
| – | – | ﹤0.01% | 615 |
|
|
2023
Q3 | $1.55K | Hold |
20
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $1.25K | Hold |
20
| – | – | ﹤0.01% | 705 |
|
|
2023
Q1 | $1.22K | Hold |
20
| – | – | ﹤0.01% | 729 |
|
|
2022
Q4 | $1.15K | Hold |
20
| – | – | ﹤0.01% | 652 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 718 |
|
|
2022
Q2 | $1K | Sell |
20
-20
| -50% | -$1K | ﹤0.01% | 673 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 597 |
|
|
2021
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 619 |
|
|
2021
Q1 | – | Sell |
-5,700
| Closed | -$290K | – | 719 |
|
|
2020
Q4 | $290K | Buy |
+5,700
| New | +$290K | 0.05% | 178 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | -$1K | – | 613 |
|
|
2020
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 516 |
|