Berkeley 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 | $876K | Sell |
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|
2025
Q2 | $779K | Buy |
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|
2025
Q1 | $693K | Sell |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $3.1M | Buy |
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|
2024
Q2 | $788K | Buy |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $892K | Buy |
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|
2023
Q2 | $717K | Buy |
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|
2023
Q1 | $690K | Buy |
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|
2022
Q4 | $614K | Buy |
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|
2022
Q3 | $605K | Buy |
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|
2022
Q2 | $552K | Buy |
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|
2022
Q1 | $597K | Buy |
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|
2021
Q4 | $225K | Buy |
|