B. Metzler seel. Sohn & Co’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 | $1.63M | Buy |
9,959
+4,445
| +81% | +$726K | 0.02% | 426 |
|
|
2025
Q1 | $872K | Sell |
5,514
-3,624
| -40% | -$573K | 0.01% | 550 |
|
|
2024
Q4 | $1.69M | Hold |
9,138
| – | – | 0.02% | 409 |
|
|
2024
Q3 | $1.42M | Hold |
9,138
| – | – | 0.01% | 470 |
|
|
2024
Q2 | $1.29M | Buy |
9,138
+1,086
| +13% | +$153K | 0.01% | 474 |
|
|
2024
Q1 | $1.28M | Buy |
+8,052
| New | +$1.28M | 0.01% | 468 |
|
|
2021
Q4 | – | Sell |
-2,294
| Closed | -$203K | – | 741 |
|
|
2021
Q3 | $203K | Buy |
+2,294
| New | +$203K | ﹤0.01% | 691 |
|