Empirical Finance’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 | $604K | Buy |
3,696
+123
| +3% | +$20.1K | 0.03% | 395 |
|
|
2025
Q1 | $565K | Buy |
3,573
+34
| +1% | +$5.38K | 0.03% | 384 |
|
|
2024
Q4 | $655K | Sell |
3,539
-2,589
| -42% | -$479K | 0.04% | 349 |
|
|
2024
Q3 | $949K | Hold |
6,128
| – | – | 0.06% | 290 |
|
|
2024
Q2 | $865K | Buy |
6,128
+50
| +0.8% | +$7.06K | 0.05% | 293 |
|
|
2024
Q1 | $965K | Hold |
6,078
| – | – | 0.06% | 284 |
|
|
2023
Q4 | $613K | Hold |
6,078
| – | – | 0.04% | 357 |
|
|
2023
Q3 | $472K | Buy |
+6,078
| New | +$472K | 0.03% | 394 |
|
|
2022
Q3 | – | Sell |
-5,004
| Closed | -$278K | – | 500 |
|
|
2022
Q2 | $278K | Sell |
5,004
-5,750
| -53% | -$319K | 0.04% | 414 |
|
|
2022
Q1 | $780K | Hold |
10,754
| – | – | 0.09% | 217 |
|
|
2021
Q4 | $909K | Sell |
10,754
-6,554
| -38% | -$554K | 0.11% | 167 |
|
|
2021
Q3 | $1.54M | Buy |
17,308
+6,520
| +60% | +$578K | 0.23% | 88 |
|
|
2021
Q2 | $861K | Buy |
+10,788
| New | +$861K | 0.14% | 172 |
|
|
2019
Q1 | – | Sell |
-53,622
| Closed | -$1.35M | – | 178 |
|
|
2018
Q4 | $1.35M | Hold |
53,622
| – | – | 0.4% | 51 |
|
|
2018
Q3 | $1.76M | Sell |
53,622
-51,256
| -49% | -$1.68M | 0.44% | 36 |
|
|
2018
Q2 | $3.22M | Buy |
+104,878
| New | +$3.22M | 0.82% | 15 |
|
|
2018
Q1 | – | Sell |
-92,924
| Closed | -$2.4M | – | 194 |
|
|
2017
Q4 | $2.4M | Sell |
92,924
-1,196
| -1% | -$30.9K | 0.79% | 32 |
|
|
2017
Q3 | $2.35M | Buy |
94,120
+14,066
| +18% | +$351K | 0.81% | 26 |
|
|
2017
Q2 | $1.94M | Sell |
80,054
-6
| -0% | -$146 | 0.75% | 24 |
|
|
2017
Q1 | $2.15M | Buy |
80,060
+38,612
| +93% | +$1.03M | 1% | 17 |
|
|
2016
Q4 | $1M | Buy |
+41,448
| New | +$1M | 0.68% | 38 |
|