Belpointe Asset Management’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 | – | Sell |
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|
2025
Q2 | $213K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $193K | Buy |
|
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|
2022
Q4 | $176K | Sell |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $369K | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $172K | Sell |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $138K | Buy |
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