EFG Asset Management’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 | $1.57M | Buy |
9,632
+3,585
| +59% | +$585K | 0.22% | 151 |
|
|
2025
Q1 | $956K | Buy |
+6,047
| New | +$956K | 0.16% | 173 |
|
|
2023
Q2 | – | Sell |
-50,256
| Closed | -$3.06M | – | 203 |
|
|
2023
Q1 | $3.06M | Sell |
50,256
-1,538
| -3% | -$93.6K | 0.68% | 49 |
|
|
2022
Q4 | $3.02M | Buy |
51,794
+10,854
| +27% | +$633K | 0.68% | 52 |
|
|
2022
Q3 | $2.41M | Buy |
+40,940
| New | +$2.41M | 0.56% | 60 |
|