AssetMark Inc’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 | $87.4M | Buy |
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|
2025
Q2 | $71.8M | Sell |
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|
2025
Q1 | $69.7M | Buy |
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|
2024
Q4 | $76.6M | Sell |
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|
2024
Q3 | $64.9M | Buy |
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|
2024
Q2 | $58.3M | Sell |
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|
2024
Q1 | $66.6M | Sell |
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|
2023
Q4 | $44.7M | Sell |
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|
2023
Q3 | $35.7M | Buy |
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|
2023
Q2 | $28.6M | Buy |
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|
2023
Q1 | $27.7M | Buy |
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|
2022
Q4 | $24.1M | Sell |
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|
2022
Q3 | $26M | Sell |
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|
2022
Q2 | $25.7M | Buy |
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|
2022
Q1 | $30.9M | Sell |
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|
2021
Q4 | $36.2M | Buy |
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|
2021
Q3 | $36.9M | Buy |
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|
2021
Q2 | $32.6M | Buy |
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|
2021
Q1 | $33.3M | Buy |
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|
2020
Q4 | $120K | Buy |
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|
2020
Q3 | $93K | Buy |
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|
2020
Q2 | $42K | Sell |
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|
2020
Q1 | $25K | Buy |
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|
2019
Q4 | $21K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Sell |
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|
2019
Q1 | $12K | Sell |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $22K | Sell |
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|
2018
Q2 | $22K | Sell |
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|
2018
Q1 | $20K | Sell |
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|
2017
Q4 | $76K | Sell |
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|
2017
Q3 | $75K | Sell |
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|
2017
Q2 | $87K | Buy |
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|
2017
Q1 | $52K | Sell |
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|
2016
Q4 | $48K | Sell |
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|
2016
Q3 | $51K | Sell |
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|
2016
Q2 | $55K | Buy |
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|
2016
Q1 | $56K | Sell |
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|
2015
Q4 | $67K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $0 | Hold |
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|
2014
Q3 | $0 | Hold |
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|
2014
Q2 | $0 | Hold |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Buy |
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