Congress Wealth 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 | – | Sell |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $4.06M | Sell |
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|
2024
Q3 | $3.73M | Buy |
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|
2024
Q2 | $3.29M | Sell |
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|
2024
Q1 | $4.77M | Buy |
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|
2023
Q4 | $2.91M | Buy |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.36M | Sell |
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|
2023
Q1 | $13.6M | Buy |
|
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|
2022
Q4 | $12.3M | Sell |
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|
2022
Q3 | $12.9M | Sell |
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|
2022
Q2 | $12.2M | Sell |
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|
2022
Q1 | $16M | Buy |
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|
2021
Q4 | $18.2M | Buy |
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