Virtue Capital Management’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 | – | Sell |
-8,254
| Closed | -$1.31M | – | 488 |
|
|
2025
Q1 | $1.31M | Buy |
8,254
+1,240
| +18% | +$196K | 0.15% | 110 |
|
|
2024
Q4 | $1.3M | Buy |
7,014
+386
| +6% | +$71.5K | 0.26% | 63 |
|
|
2024
Q3 | $1.03M | Sell |
6,628
-5,800
| -47% | -$899K | 0.21% | 75 |
|
|
2024
Q2 | $961K | Buy |
12,428
+6,122
| +97% | +$473K | 0.16% | 107 |
|
|
2024
Q1 | $912K | Buy |
6,306
+324
| +5% | +$46.8K | 0.16% | 118 |
|
|
2023
Q4 | $584K | Buy |
+5,982
| New | +$584K | 0.12% | 176 |
|
|
2018
Q1 | – | Sell |
-54
| Closed | -$1K | – | 649 |
|
|
2017
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 451 |
|