Valued Wealth 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 | $8.22K | Sell |
50
-3
| -6% | -$493 | ﹤0.01% | 228 |
|
|
2025
Q1 | $8.4K | Hold |
53
| – | – | 0.01% | 253 |
|
|
2024
Q4 | $9.82K | Buy |
53
+11
| +26% | +$2.04K | 0.01% | 230 |
|
|
2024
Q3 | $6.51K | Sell |
42
-26
| -38% | -$4.03K | ﹤0.01% | 259 |
|
|
2024
Q2 | $9.6K | Buy |
68
+30
| +79% | +$4.24K | 0.01% | 204 |
|
|
2024
Q1 | $6.03K | Buy |
38
+32
| +533% | +$5.08K | ﹤0.01% | 234 |
|
|
2023
Q4 | $470 | Buy |
+6
| New | +$470 | ﹤0.01% | 438 |
|