Chase Investment Counsel’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 | $1.31M | Hold |
8,000
| – | – | 0.42% | 59 |
|
|
2025
Q1 | $1.26M | Sell |
8,000
-6,000
| -43% | -$948K | 0.46% | 59 |
|
|
2024
Q4 | $2.59M | Buy |
14,000
+2,000
| +17% | +$370K | 0.83% | 39 |
|
|
2024
Q3 | $1.86M | Hold |
12,000
| – | – | 0.62% | 44 |
|
|
2024
Q2 | $1.69M | Hold |
12,000
| – | – | 0.6% | 48 |
|
|
2024
Q1 | $1.91M | Hold |
12,000
| – | – | 0.71% | 49 |
|
|
2023
Q4 | $1.21M | Buy |
+12,000
| New | +$1.21M | 0.53% | 49 |
|