DT Investment Partners’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 | $136K | Hold |
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|
2025
Q2 | $113K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $98K | Sell |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $80.2K | Hold |
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|
2023
Q3 | $62.2K | Hold |
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|
2023
Q2 | $55.4K | Hold |
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|
2023
Q1 | $47.4K | Hold |
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|
2022
Q4 | $46K | Hold |
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|
2022
Q3 | $47K | Buy |
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