Brown Advisory’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 | $905K | Sell |
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|
2025
Q2 | $757K | Buy |
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|
2025
Q1 | $691K | Sell |
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|
2024
Q4 | $810K | Buy |
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|
2024
Q3 | $660K | Sell |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $921K | Buy |
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|
2023
Q4 | $563K | Buy |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $414K | Hold |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $332K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $201K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $216K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $227K | Buy |
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|
2015
Q3 | $286K | Buy |
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|
2015
Q2 | $225K | Sell |
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|
2015
Q1 | $277K | Hold |
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|
2014
Q4 | $263K | Hold |
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|
2014
Q3 | $231K | Buy |
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