Burton Enright Welch’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
Q4 | $723K | Buy |
|
|||||
|
2025
Q3 | $790K | Buy |
|
|||||
|
2025
Q2 | $660K | Sell |
|
|||||
|
2025
Q1 | $711K | Sell |
|
|||||
|
2024
Q4 | $878K | Hold |
|
|||||
|
2024
Q3 | $735K | Sell |
|
|||||
|
2024
Q2 | $829K | Sell |
|
|||||
|
2024
Q1 | $1.03M | Sell |
|
|||||
|
2023
Q4 | $680K | Hold |
|
|||||
|
2023
Q3 | $524K | Sell |
|
|||||
|
2023
Q2 | $453K | Hold |
|
|||||
|
2023
Q1 | $441K | Hold |
|
|||||
|
2022
Q4 | $416K | Buy |
|
|||||
|
2022
Q3 | $279K | Buy |
|
|||||
|
2022
Q2 | $260K | Hold |
|
|||||
|
2022
Q1 | $339K | Sell |
|
|||||
|
2021
Q4 | $417K | Buy |
|