Coldstream Capital Management’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 | $3.76M | Buy |
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|
2025
Q1 | $3.62M | Sell |
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|
2024
Q4 | $4.96M | Sell |
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|
2024
Q3 | $4.18M | Buy |
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|
2024
Q2 | $3.69M | Buy |
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|
2024
Q1 | $4.15M | Sell |
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|
2023
Q4 | $3.48M | Buy |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $1.97M | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $618K | Sell |
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|
2019
Q4 | $1.21M | Sell |
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|
2019
Q3 | $1.15M | Sell |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $982K | Sell |
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|
2018
Q4 | $899K | Buy |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $912K | Buy |
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|
2018
Q1 | $749K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $656K | Buy |
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|
2017
Q1 | $626K | Buy |
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|
2016
Q4 | $459K | Buy |
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|
2016
Q3 | $301K | Sell |
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|
2016
Q2 | $678K | Buy |
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|
2016
Q1 | $289K | Buy |
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