Ascent 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
Q3 | $444K | Buy |
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|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $442K | Sell |
|
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|
2024
Q3 | $378K | Sell |
|
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|
2024
Q2 | $504K | Buy |
|
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|
2024
Q1 | $376K | Sell |
|
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $205K | Buy |
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $407K | Buy |
|