CapWealth 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
Q4 | – | Sell |
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|
2025
Q3 | $5.77M | Sell |
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|
2025
Q2 | $4.95M | Sell |
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|
2025
Q1 | $4.79M | Buy |
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|
2024
Q4 | $5.59M | Sell |
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|
2024
Q3 | $4.7M | Buy |
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|
2024
Q2 | $4.19M | Sell |
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|
2024
Q1 | $4.78M | Sell |
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|
2023
Q4 | $3.07M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.6M | Buy |
|