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AWM
Absher Wealth Management’s
Williams-Sonoma
WSM
Stock Holding History
Absher Wealth Management’s Portfolio
WSM Stock Details
WSM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$645K
Sell
3,535
-16
-0.5%
-$3.19K
0.08%
54
2025
Q4
$634K
Buy
3,551
+136
+4%
+$25.5K
0.08%
54
2025
Q3
$667K
Sell
3,415
-91
-3%
-$17.4K
0.08%
54
2025
Q2
$573K
Buy
3,506
+130
+4%
+$20.4K
0.07%
53
2025
Q1
$534K
Buy
3,376
+27
+0.8%
+$5.22K
0.07%
54
2024
Q4
$620K
Buy
3,349
+43
+1%
+$6.82K
0.08%
53
2024
Q3
$512K
Sell
3,306
-40
-1%
-$5.74K
0.07%
54
2024
Q2
$472K
Sell
3,346
-72
-2%
-$10.7K
0.07%
49
2024
Q1
$543K
Sell
3,418
-38
-1%
-$4.41K
0.08%
44
2023
Q4
$349K
Sell
3,456
-180
-5%
-$15.6K
0.05%
50
2023
Q3
$283K
Sell
3,636
-18
-0.5%
-$1.24K
0.05%
50
2023
Q2
$229K
Sell
3,654
-36
-1%
-$2.15K
0.04%
51
2023
Q1
$224K
Buy
3,690
+100
+3%
+$6.24K
0.04%
52
2022
Q4
$206K
Buy
+3,590
New
+$216K
0.04%
50
2022
Q1
–
Sell
-2,654
Closed
-$224K
–
59
2021
Q4
$224K
Sell
2,654
-50
-2%
-$4.66K
0.04%
55
2021
Q3
$240K
Buy
2,704
+162
+6%
+$13.7K
0.04%
59
2021
Q2
$203K
Sell
2,542
-556
-18%
-$47.3K
0.04%
72
2021
Q1
$278K
Buy
+3,098
New
+$209K
0.05%
62
2020
Q1
–
Sell
-5,404
Closed
-$202K
–
74
2019
Q4
$202K
Buy
+5,404
New
+$188K
0.05%
69
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BC
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1-Year Est. Return
VPM
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$1.91T AUM
State Street
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$2.9T AUM
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1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
First Trust Advisors
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$140B AUM
27.84%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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