Albion Financial Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $1.63M | Buy |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $839K | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $977K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $945K | Buy |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.26M | Buy |
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|
2020
Q4 | $459K | Buy |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | $205K | Buy |
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