Congress Asset 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
Q3 | $1.13M | Buy |
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|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $971K | Sell |
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|
2024
Q4 | $19.5M | Sell |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $14.4M | Sell |
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|
2024
Q1 | $18.2M | Buy |
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|
2023
Q4 | $9.56M | Buy |
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|
2023
Q3 | $5.76M | Sell |
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|
2023
Q2 | $59.4M | Sell |
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|
2023
Q1 | $108M | Buy |
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|
2022
Q4 | $101M | Sell |
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|
2022
Q3 | $105M | Sell |
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|
2022
Q2 | $101M | Sell |
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|
2022
Q1 | $132M | Buy |
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|
2021
Q4 | $152M | Sell |
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|
2021
Q3 | $163M | Buy |
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|
2021
Q2 | $145M | Sell |
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|
2021
Q1 | $187M | Sell |
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|
2020
Q4 | $130M | Sell |
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|
2020
Q3 | $117M | Sell |
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|
2020
Q2 | $108M | Buy |
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|
2020
Q1 | $547K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.19M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.03M | Buy |
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|
2016
Q1 | $2.01M | Sell |
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|
2015
Q4 | $55.2M | Sell |
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|
2015
Q3 | $75.9M | Buy |
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|
2015
Q2 | $23.6M | Sell |
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|
2015
Q1 | $27.8M | Buy |
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|
2014
Q4 | $21.6M | Sell |
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|
2014
Q3 | $22.3M | Buy |
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|
2014
Q2 | $22.5M | Buy |
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|
2014
Q1 | $19.8M | Buy |
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|
2013
Q4 | $11M | Buy |
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