GHP Investment Advisors’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 | $472K | Sell |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $568K | Sell |
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|
2024
Q4 | $767K | Sell |
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|
2024
Q3 | $658K | Sell |
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|
2024
Q2 | $2.46M | Sell |
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|
2024
Q1 | $3.05M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $787K | Buy |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $801K | Buy |
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|
2022
Q2 | $691K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $629K | Buy |
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