Edgestream 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
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $3.44M | Buy |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $831K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.99M | Buy |
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|
2021
Q1 | $934K | Sell |
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|
2020
Q4 | $6.74M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $567K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $259K | Sell |
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|
2018
Q1 | $753K | Buy |
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