Atlas Capital Advisors’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 | $1.06M | Hold |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.21M | Hold |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $850K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $460K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7.21K | Hold |
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|
2022
Q1 | $9.43K | Hold |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $11.5K | Hold |
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|
2021
Q2 | $10.4K | Hold |
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|
2021
Q1 | $11.6K | Buy |
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