Cooper Financial Group’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 | – | Sell |
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|
2025
Q2 | $604K | Sell |
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|
2025
Q1 | $959K | Buy |
|
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|
2024
Q4 | $1.08M | Buy |
|
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|
2024
Q3 | $850K | Sell |
|
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|
2024
Q2 | $829K | Buy |
|
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|
2024
Q1 | $838K | Sell |
|
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|
2023
Q4 | $537K | Buy |
|
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $321K | Buy |
|
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|
2023
Q1 | $300K | Buy |
|
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $263K | Buy |
|