EFG Asset Management (Americas)’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 | $1.26M | Buy |
7,705
+2,861
| +59% | +$467K | 0.23% | 109 |
|
|
2025
Q1 | $766K | Buy |
+4,844
| New | +$766K | 0.16% | 119 |
|
|
2023
Q2 | – | Sell |
-27,570
| Closed | -$1.68M | – | 145 |
|
|
2023
Q1 | $1.68M | Sell |
27,570
-454
| -2% | -$27.6K | 0.4% | 77 |
|
|
2022
Q4 | $1.61M | Buy |
28,024
+6,452
| +30% | +$371K | 0.4% | 75 |
|
|
2022
Q3 | $1.27M | Buy |
+21,572
| New | +$1.27M | 0.32% | 80 |
|