Dimensional Fund 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 | $286M | Sell |
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|
2025
Q2 | $239M | Buy |
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|
2025
Q1 | $225M | Sell |
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|
2024
Q4 | $297M | Sell |
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|
2024
Q3 | $264M | Buy |
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|
2024
Q2 | $233M | Buy |
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|
2024
Q1 | $248M | Sell |
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|
2023
Q4 | $196M | Buy |
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|
2023
Q3 | $147M | Sell |
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|
2023
Q2 | $119M | Buy |
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|
2023
Q1 | $115M | Buy |
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|
2022
Q4 | $105K | Buy |
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|
2022
Q3 | $107M | Buy |
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|
2022
Q2 | $97.9M | Buy |
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|
2022
Q1 | $125M | Buy |
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|
2021
Q4 | $142M | Sell |
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|
2021
Q3 | $154M | Sell |
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|
2021
Q2 | $144M | Buy |
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|
2021
Q1 | $158M | Buy |
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|
2020
Q4 | $86.5M | Sell |
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|
2020
Q3 | $80.3M | Sell |
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|
2020
Q2 | $85.6M | Buy |
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|
2020
Q1 | $40.9M | Buy |
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|
2019
Q4 | $69.5M | Sell |
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|
2019
Q3 | $65.2M | Sell |
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|
2019
Q2 | $74.2M | Sell |
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|
2019
Q1 | $66.8M | Sell |
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|
2018
Q4 | $60.5M | Buy |
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|
2018
Q3 | $75.8M | Buy |
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|
2018
Q2 | $70.6M | Sell |
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|
2018
Q1 | $60.8M | Buy |
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|
2017
Q4 | $59M | Sell |
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|
2017
Q3 | $58.8M | Buy |
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|
2017
Q2 | $54.8M | Buy |
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|
2017
Q1 | $51.4M | Buy |
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|
2016
Q4 | $38.9M | Buy |
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|
2016
Q3 | $29.5M | Buy |
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|
2016
Q2 | $19.3M | Buy |
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|
2016
Q1 | $18.8M | Buy |
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|
2015
Q4 | $19.9M | Buy |
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|
2015
Q3 | $24.2M | Buy |
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|
2015
Q2 | $25.4M | Buy |
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|
2015
Q1 | $23.8M | Sell |
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|
2014
Q4 | $23.1M | Buy |
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|
2014
Q3 | $20.1M | Buy |
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|
2014
Q2 | $18.7M | Buy |
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|
2014
Q1 | $16.4M | Buy |
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|
2013
Q4 | $13.9M | Buy |
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|
2013
Q3 | $12.6M | Buy |
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|
2013
Q2 | $12M | Buy |
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