Gateway Investment Advisers’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 | $1.94M | Buy |
11,888
+4,157
| +54% | +$679K | 0.02% | 254 |
|
|
2025
Q1 | $1.22M | Buy |
7,731
+612
| +9% | +$96.8K | 0.01% | 311 |
|
|
2024
Q4 | $1.32M | Sell |
7,119
-11,565
| -62% | -$2.14M | 0.01% | 295 |
|
|
2024
Q3 | $2.89M | Buy |
18,684
+11,596
| +164% | +$1.8M | 0.03% | 232 |
|
|
2024
Q2 | $1M | Buy |
7,088
+4,452
| +169% | +$629K | 0.01% | 322 |
|
|
2024
Q1 | $419K | Sell |
2,636
-52
| -2% | -$8.26K | ﹤0.01% | 411 |
|
|
2023
Q4 | $271K | Sell |
2,688
-42
| -2% | -$4.24K | ﹤0.01% | 446 |
|
|
2023
Q3 | $212K | Buy |
+2,730
| New | +$212K | ﹤0.01% | 482 |
|
|
2023
Q2 | – | Sell |
-38,346
| Closed | -$2.33M | – | 518 |
|
|
2023
Q1 | $2.33M | Sell |
38,346
-574
| -1% | -$34.9K | 0.03% | 278 |
|
|
2022
Q4 | $2.24M | Buy |
38,920
+28
| +0.1% | +$1.61K | 0.03% | 299 |
|
|
2022
Q3 | $2.29M | Sell |
38,892
-32
| -0.1% | -$1.89K | 0.03% | 300 |
|
|
2022
Q2 | $2.16M | Buy |
38,924
+70
| +0.2% | +$3.88K | 0.02% | 315 |
|
|
2022
Q1 | $2.82M | Buy |
+38,854
| New | +$2.82M | 0.03% | 305 |
|