Burney Company’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 | $767K | Hold |
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|
2025
Q2 | $641K | Sell |
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|
2025
Q1 | $708K | Buy |
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|
2024
Q4 | $818K | Sell |
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|
2024
Q3 | $699K | Sell |
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|
2024
Q2 | $749K | Sell |
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|
2024
Q1 | $867K | Sell |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $832K | Sell |
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|
2023
Q2 | $925K | Sell |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $7.62M | Sell |
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|
2022
Q3 | $8.61M | Buy |
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|
2022
Q2 | $7.17M | Buy |
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|
2022
Q1 | $319K | Buy |
|