Cresset 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 | $674K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $469K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Buy |
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|
2018
Q4 | $1K | Buy |
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