Crossmark Global Holdings’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76M | Buy |
53,643
+2,864
| +6% | +$468K | 0.14% | 175 |
|
|
2025
Q1 | $8.03M | Buy |
50,779
+12,440
| +32% | +$1.97M | 0.14% | 175 |
|
|
2024
Q4 | $7.1M | Sell |
38,339
-10,959
| -22% | -$2.03M | 0.13% | 187 |
|
|
2024
Q3 | $7.64M | Sell |
49,298
-44,954
| -48% | -$6.96M | 0.14% | 182 |
|
|
2024
Q2 | $6.65M | Buy |
94,252
+49,566
| +111% | +$3.5M | 0.13% | 187 |
|
|
2024
Q1 | $7.1M | Sell |
44,686
-147,928
| -77% | -$23.5M | 0.14% | 175 |
|
|
2023
Q4 | $19.4M | Sell |
192,614
-7,922
| -4% | -$799K | 0.4% | 47 |
|
|
2023
Q3 | $16M | Buy |
200,536
+40,736
| +25% | +$3.24M | 0.36% | 56 |
|
|
2023
Q2 | $11.2M | Sell |
159,800
-298
| -0.2% | -$21K | 0.24% | 109 |
|
|
2023
Q1 | $9.74M | Buy |
160,098
+5,178
| +3% | +$315K | 0.23% | 119 |
|
|
2022
Q4 | $8.9M | Buy |
154,920
+4,614
| +3% | +$265K | 0.22% | 125 |
|
|
2022
Q3 | $8.86M | Buy |
150,306
+1,840
| +1% | +$108K | 0.25% | 104 |
|
|
2022
Q2 | $8.24M | Buy |
148,466
+132,386
| +823% | +$7.34M | 0.21% | 122 |
|
|
2022
Q1 | $1.17M | Sell |
16,080
-33,154
| -67% | -$2.4M | 0.03% | 569 |
|
|
2021
Q4 | $4.16M | Buy |
49,234
+28,580
| +138% | +$2.42M | 0.09% | 229 |
|
|
2021
Q3 | $1.83M | Buy |
20,654
+194
| +0.9% | +$17.2K | 0.04% | 411 |
|
|
2021
Q2 | $1.63M | Buy |
20,460
+820
| +4% | +$65.4K | 0.04% | 448 |
|
|
2021
Q1 | $1.76M | Buy |
19,640
+280
| +1% | +$25.1K | 0.04% | 410 |
|
|
2020
Q4 | $986K | Buy |
19,360
+5,400
| +39% | +$275K | 0.02% | 578 |
|
|
2020
Q3 | $631K | Buy |
13,960
+20
| +0.1% | +$904 | 0.02% | 682 |
|
|
2020
Q2 | $572K | Buy |
13,940
+880
| +7% | +$36.1K | 0.02% | 702 |
|
|
2020
Q1 | $278K | Sell |
13,060
-240
| -2% | -$5.11K | 0.01% | 891 |
|
|
2019
Q4 | $488K | Sell |
13,300
-80
| -0.6% | -$2.94K | 0.01% | 812 |
|
|
2019
Q3 | $455K | Sell |
13,380
-820
| -6% | -$27.9K | 0.01% | 825 |
|
|
2019
Q2 | $462K | Sell |
14,200
-630
| -4% | -$20.5K | 0.01% | 845 |
|
|
2019
Q1 | $417K | Sell |
14,830
-220
| -1% | -$6.19K | 0.01% | 924 |
|
|
2018
Q4 | $380K | Sell |
15,050
-680
| -4% | -$17.2K | 0.01% | 911 |
|
|
2018
Q3 | $517K | Buy |
15,730
+280
| +2% | +$9.2K | 0.01% | 929 |
|
|
2018
Q2 | $474K | Sell |
15,450
-160
| -1% | -$4.91K | 0.01% | 986 |
|
|
2018
Q1 | $412K | Sell |
15,610
-1,730
| -10% | -$45.7K | 0.01% | 1053 |
|
|
2017
Q4 | $448K | Buy |
17,340
+810
| +5% | +$20.9K | 0.01% | 1080 |
|
|
2017
Q3 | $412K | Buy |
+16,530
| New | +$412K | 0.01% | 1091 |
|
|
2016
Q3 | $412K | Buy |
+16,530
| New | +$412K | 0.01% | 1091 |
|