Geneos Wealth 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
Q3 | $358K | Sell |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $295K | Buy |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $185K | Buy |
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|
2023
Q3 | $142K | Hold |
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|
2023
Q2 | $115K | Hold |
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|
2023
Q1 | $111K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $107K | Hold |
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|
2022
Q2 | $103K | Sell |
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|
2022
Q1 | $132K | Buy |
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|
2021
Q4 | $154K | Sell |
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|
2021
Q3 | $177K | Hold |
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|
2021
Q2 | $164K | Sell |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $181K | Buy |
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|
2020
Q3 | $87K | Buy |
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|
2020
Q2 | $83K | Buy |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $72K | Buy |
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|
2019
Q3 | $67K | Buy |
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|
2019
Q2 | $64K | Buy |
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|
2019
Q1 | $55K | Buy |
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|
2018
Q4 | $48K | Buy |
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|
2018
Q3 | $63K | Buy |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $15K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $10K | Buy |
|