United Capital Financial Advisors’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 | $244K | Buy |
1,491
+60
| +4% | +$9.8K | ﹤0.01% | 979 |
|
|
2025
Q1 | $226K | Buy |
1,431
+276
| +24% | +$43.6K | ﹤0.01% | 967 |
|
|
2024
Q4 | $214K | Buy |
+1,155
| New | +$214K | ﹤0.01% | 991 |
|
|
2024
Q3 | – | Sell |
-1,582
| Closed | -$223K | – | 1084 |
|
|
2024
Q2 | $223K | Buy |
+1,582
| New | +$223K | ﹤0.01% | 941 |
|
|
2015
Q1 | – | Sell |
-5,500
| Closed | -$208K | – | 1283 |
|
|
2014
Q4 | $208K | Buy |
+5,500
| New | +$208K | ﹤0.01% | 1092 |
|