Wealth Enhancement Advisory Services’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 | $10.1M | Sell |
58,140
-4,550
| -7% | -$788K | 0.02% | 625 |
|
|
2025
Q1 | $9.91M | Buy |
62,690
+7,945
| +15% | +$1.26M | 0.02% | 581 |
|
|
2024
Q4 | $10.1M | Buy |
54,745
+28,880
| +112% | +$5.35M | 0.02% | 545 |
|
|
2024
Q3 | $4.01M | Buy |
25,865
+243
| +0.9% | +$37.6K | 0.01% | 797 |
|
|
2024
Q2 | $3.62M | Sell |
25,622
-30,526
| -54% | -$4.31M | 0.01% | 785 |
|
|
2024
Q1 | $8.91M | Buy |
56,148
+29,422
| +110% | +$4.67M | 0.02% | 510 |
|
|
2023
Q4 | $2.7M | Sell |
26,726
-1,130
| -4% | -$114K | 0.01% | 797 |
|
|
2023
Q3 | $2.16M | Buy |
27,856
+22,956
| +468% | +$1.78M | 0.01% | 833 |
|
|
2023
Q2 | $307K | Buy |
+4,900
| New | +$307K | ﹤0.01% | 435 |
|