Farmers & Merchants Investments Inc’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 | $12.7K | Sell |
78
-14
| -15% | -$2.29K | ﹤0.01% | 659 |
|
|
2025
Q1 | $14.5K | Buy |
92
+40
| +77% | +$6.32K | ﹤0.01% | 613 |
|
|
2024
Q4 | $9.63K | Hold |
52
| – | – | ﹤0.01% | 703 |
|
|
2024
Q3 | $8.06K | Hold |
52
| – | – | ﹤0.01% | 735 |
|
|
2024
Q2 | $7.34K | Hold |
52
| – | – | ﹤0.01% | 732 |
|
|
2024
Q1 | $8.26K | Hold |
52
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $5.25K | Hold |
52
| – | – | ﹤0.01% | 746 |
|
|
2023
Q3 | $4.04K | Sell |
52
-8
| -13% | -$622 | ﹤0.01% | 777 |
|
|
2023
Q2 | $3.75K | Sell |
60
-4
| -6% | -$250 | ﹤0.01% | 816 |
|
|
2023
Q1 | $3.89K | Hold |
64
| – | – | ﹤0.01% | 778 |
|
|
2022
Q4 | $3.68K | Buy |
64
+4
| +7% | +$230 | ﹤0.01% | 834 |
|
|
2022
Q3 | $4K | Sell |
60
-138
| -70% | -$9.2K | ﹤0.01% | 808 |
|
|
2022
Q2 | $11K | Hold |
198
| – | – | ﹤0.01% | 672 |
|
|
2022
Q1 | $14K | Hold |
198
| – | – | ﹤0.01% | 652 |
|
|
2021
Q4 | $17K | Hold |
198
| – | – | ﹤0.01% | 628 |
|
|
2021
Q3 | $18K | Hold |
198
| – | – | ﹤0.01% | 582 |
|
|
2021
Q2 | $16K | Hold |
198
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $18K | Hold |
198
| – | – | ﹤0.01% | 490 |
|
|
2020
Q4 | $10K | Hold |
198
| – | – | ﹤0.01% | 607 |
|
|
2020
Q3 | $9K | Hold |
198
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $8K | Buy |
+198
| New | +$8K | ﹤0.01% | 608 |
|
|
2018
Q3 | – | Sell |
-400
| Closed | -$12K | – | 869 |
|
|
2018
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 519 |
|
|
2018
Q1 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 519 |
|