Atria Investments’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 | $599K | Buy |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $316K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $204K | Sell |
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|
2014
Q4 | $251K | Sell |
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|
2014
Q3 | $241K | Buy |
|