Anchor Investment Management’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 | $104K | Hold |
635
| – | – | 0.01% | 468 |
|
|
2025
Q1 | $100K | Sell |
635
-25
| -4% | -$3.96K | 0.01% | 455 |
|
|
2024
Q4 | $122K | Hold |
660
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $102K | Buy |
660
+110
| +20% | +$17.1K | 0.01% | 459 |
|
|
2024
Q2 | $77.8K | Hold |
550
| – | – | 0.01% | 469 |
|
|
2024
Q1 | $87.5K | Hold |
550
| – | – | 0.01% | 465 |
|
|
2023
Q4 | $55.6K | Buy |
550
+20
| +4% | +$2.02K | 0.01% | 505 |
|
|
2023
Q3 | $41.2K | Hold |
530
| – | – | 0.01% | 535 |
|
|
2023
Q2 | $33.2K | Sell |
530
-1,230
| -70% | -$77K | ﹤0.01% | 574 |
|
|
2023
Q1 | $107K | Hold |
1,760
| – | – | 0.01% | 433 |
|
|
2022
Q4 | $101K | Hold |
1,760
| – | – | 0.01% | 436 |
|
|
2022
Q3 | $104K | Sell |
1,760
-1,240
| -41% | -$73.1K | 0.02% | 427 |
|
|
2022
Q2 | $166K | Hold |
3,000
| – | – | 0.02% | 380 |
|
|
2022
Q1 | $218K | Buy |
3,000
+30
| +1% | +$2.18K | 0.03% | 362 |
|
|
2021
Q4 | $251K | Buy |
2,970
+210
| +8% | +$17.8K | 0.03% | 351 |
|
|
2021
Q3 | $245K | Buy |
2,760
+1,470
| +114% | +$130K | 0.03% | 325 |
|
|
2021
Q2 | $103K | Sell |
1,290
-800
| -38% | -$63.9K | 0.01% | 453 |
|
|
2021
Q1 | $187K | Hold |
2,090
| – | – | 0.03% | 357 |
|
|
2020
Q4 | $106K | Hold |
2,090
| – | – | 0.02% | 373 |
|
|
2020
Q3 | $94.5K | Hold |
2,090
| – | – | 0.02% | 365 |
|
|
2020
Q2 | $85.7K | Buy |
2,090
+50
| +2% | +$2.05K | 0.02% | 365 |
|
|
2020
Q1 | $43.4K | Hold |
2,040
| – | – | 0.01% | 448 |
|
|
2019
Q4 | $74.9K | Hold |
2,040
| – | – | 0.02% | 414 |
|
|
2019
Q3 | $69.3K | Hold |
2,040
| – | – | 0.02% | 409 |
|
|
2019
Q2 | $66.3K | Sell |
2,040
-60
| -3% | -$1.95K | 0.02% | 420 |
|
|
2019
Q1 | $59.1K | Hold |
2,100
| – | – | 0.01% | 421 |
|
|
2018
Q4 | $53K | Hold |
2,100
| – | – | 0.02% | 429 |
|
|
2018
Q3 | $69K | Hold |
2,100
| – | – | 0.02% | 427 |
|
|
2018
Q2 | $64.4K | Hold |
2,100
| – | – | 0.02% | 448 |
|
|
2018
Q1 | $55.4K | Hold |
2,100
| – | – | 0.01% | 462 |
|
|
2017
Q4 | $54.3K | Hold |
2,100
| – | – | 0.01% | 454 |
|
|
2017
Q3 | $52.4K | Hold |
2,100
| – | – | 0.02% | 441 |
|
|
2017
Q2 | $50.9K | Hold |
2,100
| – | – | 0.02% | 400 |
|
|
2017
Q1 | $56.3K | Buy |
2,100
+2,040
| +3,400% | +$54.7K | 0.02% | 384 |
|
|
2016
Q4 | $1.45K | Hold |
60
| – | – | ﹤0.01% | 652 |
|
|
2016
Q3 | $1.53K | Sell |
60
-450
| -88% | -$11.5K | ﹤0.01% | 636 |
|
|
2016
Q2 | $13.3K | Sell |
510
-2,330
| -82% | -$60.7K | 0.01% | 487 |
|
|
2016
Q1 | $77.7K | Buy |
+2,840
| New | +$77.7K | 0.03% | 299 |
|