Ferguson Wellman Capital 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 | $210K | Sell |
1,285
-202
| -14% | -$33K | ﹤0.01% | 329 |
|
|
2025
Q1 | $235K | Buy |
1,487
+202
| +16% | +$31.9K | ﹤0.01% | 331 |
|
|
2024
Q4 | $238K | Buy |
+1,285
| New | +$238K | ﹤0.01% | 323 |
|
|
2024
Q3 | – | Sell |
-1,450
| Closed | -$205K | – | 367 |
|
|
2024
Q2 | $205K | Sell |
1,450
-26
| -2% | -$3.67K | ﹤0.01% | 348 |
|
|
2024
Q1 | $234K | Buy |
+1,476
| New | +$234K | ﹤0.01% | 343 |
|