Capstone Investment Advisors’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
Q2 | $621K | Sell |
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|
2025
Q1 | $1.79M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $34K | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $630K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.03M | Buy |
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|
2016
Q3 | $1.7M | Buy |
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|
2016
Q2 | $877K | Buy |
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|
2013
Q4 | – | Hold |
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|
2013
Q3 | – | Hold |
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