Charles Schwab’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 | $150M | Sell |
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|
2025
Q2 | $178M | Buy |
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|
2025
Q1 | $170M | Buy |
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|
2024
Q4 | $152M | Sell |
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|
2024
Q3 | $129M | Sell |
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|
2024
Q2 | $119M | Buy |
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|
2024
Q1 | $133M | Sell |
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|
2023
Q4 | $289M | Sell |
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|
2023
Q3 | $226M | Buy |
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|
2023
Q2 | $180M | Buy |
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|
2023
Q1 | $168M | Buy |
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|
2022
Q4 | $47.5M | Buy |
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|
2022
Q3 | $47.6M | Buy |
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|
2022
Q2 | $44.4M | Sell |
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|
2022
Q1 | $58.8M | Buy |
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|
2021
Q4 | $67.5M | Buy |
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|
2021
Q3 | $70.6M | Buy |
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|
2021
Q2 | $62.9M | Buy |
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|
2021
Q1 | $70.1M | Sell |
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|
2020
Q4 | $39.8M | Sell |
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|
2020
Q3 | $36.1M | Sell |
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|
2020
Q2 | $34.6M | Sell |
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|
2020
Q1 | $31.3M | Buy |
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|
2019
Q4 | $51.4M | Buy |
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|
2019
Q3 | $47.1M | Buy |
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|
2019
Q2 | $44.2M | Buy |
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|
2019
Q1 | $37.1M | Buy |
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|
2018
Q4 | $31.3M | Buy |
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|
2018
Q3 | $38.2M | Buy |
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|
2018
Q2 | $33.4M | Buy |
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|
2018
Q1 | $27.7M | Buy |
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|
2017
Q4 | $23.2M | Buy |
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|
2017
Q3 | $21.1M | Buy |
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|
2017
Q2 | $20.4M | Buy |
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|
2017
Q1 | $20.9M | Buy |
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|
2016
Q4 | $12.4M | Buy |
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|
2016
Q3 | $10.9M | Sell |
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|
2016
Q2 | $12.2M | Buy |
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|
2016
Q1 | $11.8M | Buy |
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|
2015
Q4 | $12.4M | Buy |
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|
2015
Q3 | $15.3M | Buy |
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|
2015
Q2 | $16.1M | Buy |
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|
2015
Q1 | $14.8M | Buy |
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|
2014
Q4 | $12.6M | Buy |
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|
2014
Q3 | $10.4M | Buy |
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|
2014
Q2 | $10.6M | Buy |
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|
2014
Q1 | $9.29M | Buy |
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|
2013
Q4 | $7.51M | Buy |
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|
2013
Q3 | $6.62M | Buy |
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|
2013
Q2 | $6.05M | Buy |
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