True Wealth Design’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 | $11.1K | Buy |
68
+43
| +172% | +$7.03K | ﹤0.01% | 539 |
|
|
2025
Q1 | $3.95K | Sell |
25
-31
| -55% | -$4.9K | ﹤0.01% | 759 |
|
|
2024
Q4 | $10.4K | Buy |
56
+46
| +460% | +$8.52K | ﹤0.01% | 419 |
|
|
2024
Q3 | $1.55K | Hold |
10
| – | – | ﹤0.01% | 858 |
|
|
2024
Q2 | $1.41K | Buy |
10
+4
| +67% | +$565 | ﹤0.01% | 437 |
|
|
2024
Q1 | $953 | Buy |
6
+2
| +50% | +$318 | ﹤0.01% | 478 |
|
|
2023
Q4 | $404 | Hold |
4
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $311 | Hold |
4
| – | – | ﹤0.01% | 552 |
|
|
2023
Q2 | $251 | Hold |
4
| – | – | ﹤0.01% | 618 |
|
|
2023
Q1 | $244 | Buy |
4
+2
| +100% | +$122 | ﹤0.01% | 695 |
|
|
2022
Q4 | $115 | Buy |
+2
| New | +$115 | ﹤0.01% | 725 |
|