Vident Advisory’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 | $1.53M | Buy |
9,359
+803
| +9% | +$131K | 0.02% | 597 |
|
|
2025
Q1 | $1.35M | Buy |
8,556
+3,042
| +55% | +$481K | 0.02% | 607 |
|
|
2024
Q4 | $1.02M | Sell |
5,514
-874
| -14% | -$162K | 0.02% | 637 |
|
|
2024
Q3 | $990K | Sell |
6,388
-3,762
| -37% | -$583K | 0.02% | 637 |
|
|
2024
Q2 | $1.43M | Sell |
10,150
-91,568
| -90% | -$12.9M | 0.04% | 474 |
|
|
2024
Q1 | $16.1M | Sell |
101,718
-47,588
| -32% | -$7.56M | 0.34% | 78 |
|
|
2023
Q4 | $15.1M | Sell |
149,306
-12,752
| -8% | -$1.29M | 0.38% | 65 |
|
|
2023
Q3 | $12.6M | Buy |
+162,058
| New | +$12.6M | 0.39% | 61 |
|