Burney Company’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 | $641K | Sell |
3,925
-554
| -12% | -$90.5K | 0.02% | 370 |
|
|
2025
Q1 | $708K | Buy |
4,479
+62
| +1% | +$9.8K | 0.03% | 355 |
|
|
2024
Q4 | $818K | Sell |
4,417
-95
| -2% | -$17.6K | 0.03% | 342 |
|
|
2024
Q3 | $699K | Sell |
4,512
-794
| -15% | -$123K | 0.02% | 386 |
|
|
2024
Q2 | $749K | Sell |
5,306
-154
| -3% | -$21.7K | 0.03% | 362 |
|
|
2024
Q1 | $867K | Sell |
5,460
-1,768
| -24% | -$281K | 0.03% | 349 |
|
|
2023
Q4 | $729K | Sell |
7,228
-3,474
| -32% | -$350K | 0.03% | 366 |
|
|
2023
Q3 | $832K | Sell |
10,702
-4,084
| -28% | -$317K | 0.04% | 339 |
|
|
2023
Q2 | $925K | Sell |
14,786
-12,800
| -46% | -$801K | 0.04% | 328 |
|
|
2023
Q1 | $1.68M | Sell |
27,586
-104,960
| -79% | -$6.38M | 0.08% | 246 |
|
|
2022
Q4 | $7.62M | Sell |
132,546
-13,614
| -9% | -$782K | 0.39% | 65 |
|
|
2022
Q3 | $8.61M | Buy |
146,160
+16,948
| +13% | +$999K | 0.48% | 59 |
|
|
2022
Q2 | $7.17M | Buy |
129,212
+124,806
| +2,833% | +$6.92M | 0.38% | 73 |
|
|
2022
Q1 | $319K | Buy |
+4,406
| New | +$319K | 0.01% | 485 |
|