Truvestments Capital’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 | $903K | Buy |
5,529
+834
| +18% | +$136K | 0.18% | 118 |
|
|
2025
Q1 | $742K | Buy |
+4,695
| New | +$742K | 0.16% | 119 |
|
|
2024
Q2 | – | Sell |
-104
| Closed | -$16.5K | – | 691 |
|
|
2024
Q1 | $16.5K | Buy |
+104
| New | +$16.5K | 0.01% | 457 |
|
|
2019
Q4 | – | Sell |
-60
| Closed | -$2K | – | 597 |
|
|
2019
Q3 | $2K | Sell |
60
-642
| -91% | -$21.4K | ﹤0.01% | 666 |
|
|
2019
Q2 | $23K | Sell |
702
-1,246
| -64% | -$40.8K | 0.02% | 404 |
|
|
2019
Q1 | $55K | Buy |
+1,948
| New | +$55K | 0.04% | 253 |
|
|
2018
Q3 | $62K | Buy |
+1,874
| New | +$62K | 0.03% | 347 |
|