Y-Intercept (HK)’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 | $687K | Buy |
4,207
+1,512
| +56% | +$247K | 0.02% | 1084 |
|
|
2025
Q1 | $426K | Buy |
+2,695
| New | +$426K | 0.03% | 770 |
|
|
2023
Q3 | – | Sell |
-41,472
| Closed | -$2.59M | – | 1682 |
|
|
2023
Q2 | $2.59M | Buy |
41,472
+34,906
| +532% | +$2.18M | 0.27% | 72 |
|
|
2023
Q1 | $399K | Sell |
6,566
-10,086
| -61% | -$614K | 0.05% | 643 |
|
|
2022
Q4 | $957K | Sell |
16,652
-33,102
| -67% | -$1.9M | 0.14% | 205 |
|
|
2022
Q3 | $2.93M | Buy |
+49,754
| New | +$2.93M | 0.29% | 72 |
|
|
2022
Q1 | – | Sell |
-3,860
| Closed | -$326K | – | 991 |
|
|
2021
Q4 | $326K | Sell |
3,860
-2,376
| -38% | -$201K | 0.08% | 373 |
|
|
2021
Q3 | $553K | Sell |
6,236
-1,692
| -21% | -$150K | 0.1% | 310 |
|
|
2021
Q2 | $633K | Buy |
+7,928
| New | +$633K | 0.16% | 206 |
|
|
2021
Q1 | – | Sell |
-13,536
| Closed | -$700K | – | 828 |
|
|
2020
Q4 | $700K | Buy |
+13,536
| New | +$700K | 0.3% | 88 |
|