Western Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,461
| Closed | -$1.16M | – | 765 |
|
|
2024
Q3 | $1.16M | Buy |
+7,461
| New | +$1.16M | 0.07% | 288 |
|
|
2024
Q1 | – | Sell |
-13,504
| Closed | -$1.36M | – | 732 |
|
|
2023
Q4 | $1.36M | Sell |
13,504
-348
| -3% | -$35.1K | 0.1% | 215 |
|
|
2023
Q3 | $1.08M | Buy |
13,852
+454
| +3% | +$35.3K | 0.09% | 229 |
|
|
2023
Q2 | $838K | Buy |
13,398
+1,494
| +13% | +$93.5K | 0.07% | 277 |
|
|
2023
Q1 | $724K | Buy |
11,904
+4,976
| +72% | +$303K | 0.07% | 287 |
|
|
2022
Q4 | $398K | Sell |
6,928
-2,438
| -26% | -$140K | 0.04% | 393 |
|
|
2022
Q3 | $575K | Buy |
9,366
+190
| +2% | +$11.7K | 0.03% | 437 |
|
|
2022
Q2 | $599K | Buy |
9,176
+3,206
| +54% | +$209K | 0.03% | 423 |
|
|
2022
Q1 | $433K | Buy |
+5,970
| New | +$433K | 0.02% | 573 |
|