Cambria Investment Management’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 | – | Sell |
-2,749
| Closed | -$435K | – | 481 |
|
|
2025
Q1 | $435K | Buy |
2,749
+33
| +1% | +$5.22K | 0.03% | 250 |
|
|
2024
Q4 | $503K | Sell |
2,716
-292
| -10% | -$54.1K | 0.03% | 232 |
|
|
2024
Q3 | $466K | Sell |
3,008
-70
| -2% | -$10.8K | 0.03% | 187 |
|
|
2024
Q2 | $435K | Sell |
3,078
-774
| -20% | -$109K | 0.03% | 190 |
|
|
2024
Q1 | $612K | Sell |
3,852
-316
| -8% | -$50.2K | 0.04% | 175 |
|
|
2023
Q4 | $421K | Buy |
+4,168
| New | +$421K | 0.03% | 222 |
|
|
2019
Q2 | – | Sell |
-5,262
| Closed | -$148K | – | 314 |
|
|
2019
Q1 | $148K | Buy |
+5,262
| New | +$148K | 0.02% | 245 |
|