Corient Private Wealth’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 | $22.9M | Buy |
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|
2025
Q2 | $18.7M | Buy |
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|
2025
Q1 | $17.8M | Sell |
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|
2024
Q4 | $20.7M | Buy |
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|
2024
Q3 | $16.6M | Sell |
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|
2024
Q2 | $17.3M | Sell |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $7.98M | Buy |
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|
2023
Q2 | $6.03M | Sell |
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|
2023
Q1 | $6.08M | Buy |
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|
2022
Q4 | $3.31M | Buy |
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