Wealthfront Advisers’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
2,185
+354
| +19% | +$57.8K | ﹤0.01% | 838 |
|
|
2025
Q1 | $289K | Buy |
1,831
+633
| +53% | +$100K | ﹤0.01% | 848 |
|
|
2024
Q4 | $222K | Buy |
+1,198
| New | +$222K | ﹤0.01% | 876 |
|
|
2024
Q2 | – | Sell |
-641
| Closed | -$204K | – | 898 |
|
|
2024
Q1 | $204K | Buy |
+641
| New | +$204K | ﹤0.01% | 844 |
|
|
2022
Q1 | – | Sell |
-6,944
| Closed | -$1.17M | – | 823 |
|
|
2021
Q4 | $1.17M | Buy |
6,944
+5,582
| +410% | +$944K | 0.01% | 479 |
|
|
2021
Q3 | $241K | Buy |
+1,362
| New | +$241K | ﹤0.01% | 658 |
|