Formidable Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Hold |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $2.12M | Sell |
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|
2024
Q2 | $2.33M | Sell |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $2.48M | Sell |
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|
2023
Q3 | $2.23M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $1.77M | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $2.7M | Sell |
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|
2021
Q3 | $2.95M | Sell |
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|
2021
Q2 | $2.63M | Sell |
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|
2021
Q1 | $3.17M | Sell |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $785K | Sell |
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|
2019
Q4 | $1.52M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $893K | Buy |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $849K | Buy |
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|
2017
Q4 | $801K | Buy |
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|
2017
Q3 | $766K | Buy |
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|
2017
Q2 | $735K | Buy |
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|
2017
Q1 | $780K | Buy |
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|
2016
Q4 | $625K | Buy |
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|
2016
Q3 | $654K | Buy |
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|
2016
Q2 | $646K | Buy |
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