Dana Investment Advisors’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 | $7.12M | Sell |
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|
2025
Q2 | $6.41M | Sell |
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|
2025
Q1 | $6.21M | Sell |
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|
2024
Q4 | $7.93M | Sell |
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|
2024
Q3 | $8.28M | Sell |
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|
2024
Q2 | $7.58M | Sell |
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|
2024
Q1 | $8.85M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $980K | Sell |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $779K | Buy |
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|
2022
Q4 | $677K | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $782K | Buy |
|