Cerity Partners’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
Q3 | $9.99M | Sell |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $7.15M | Buy |
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|
2024
Q4 | $5.44M | Buy |
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|
2024
Q3 | $4.64M | Sell |
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|
2024
Q2 | $5.05M | Sell |
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|
2024
Q1 | $5.73M | Buy |
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|
2023
Q4 | $2.3M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $947K | Buy |
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|
2022
Q4 | $888K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $388K | Hold |
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|
2017
Q3 | $374K | Buy |
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