True Wealth Design’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 | $28.1K | Buy |
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|
2025
Q2 | $11.1K | Buy |
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|
2025
Q1 | $3.95K | Sell |
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|
2024
Q4 | $10.4K | Buy |
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|
2024
Q3 | $1.55K | Hold |
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|
2024
Q2 | $1.41K | Buy |
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|
2024
Q1 | $953 | Buy |
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|
2023
Q4 | $404 | Hold |
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|
2023
Q3 | $311 | Hold |
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|
2023
Q2 | $251 | Hold |
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|
2023
Q1 | $244 | Buy |
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|
2022
Q4 | $115 | Buy |
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