Trajan Wealth’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 | $240K | Buy |
1,471
+145
| +11% | +$23.7K | 0.01% | 127 |
|
|
2025
Q1 | $210K | Sell |
1,326
-638
| -32% | -$101K | 0.01% | 145 |
|
|
2024
Q4 | $364K | Sell |
1,964
-298
| -13% | -$55.2K | 0.02% | 132 |
|
|
2024
Q3 | $350K | Sell |
2,262
-324
| -13% | -$50.2K | 0.02% | 128 |
|
|
2024
Q2 | $365K | Sell |
2,586
-268
| -9% | -$37.8K | 0.02% | 130 |
|
|
2024
Q1 | $453K | Buy |
+2,854
| New | +$453K | 0.03% | 131 |
|