Gateway Investment Advisers’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
Q3 | $3.21M | Buy |
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|
2025
Q2 | $1.94M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $2.89M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.33M | Sell |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $2.82M | Buy |
|