GHP Investment Advisors’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 | $431K | Sell |
2,637
-955
| -27% | -$156K | 0.02% | 312 |
|
|
2025
Q1 | $568K | Sell |
3,592
-551
| -13% | -$87.1K | 0.03% | 291 |
|
|
2024
Q4 | $767K | Sell |
4,143
-106
| -2% | -$19.6K | 0.04% | 278 |
|
|
2024
Q3 | $658K | Sell |
4,249
-13,191
| -76% | -$2.04M | 0.03% | 284 |
|
|
2024
Q2 | $2.46M | Sell |
17,440
-1,742
| -9% | -$246K | 0.12% | 207 |
|
|
2024
Q1 | $3.05M | Buy |
19,182
+736
| +4% | +$117K | 0.15% | 193 |
|
|
2023
Q4 | $1.86M | Buy |
18,446
+2,538
| +16% | +$256K | 0.1% | 224 |
|
|
2023
Q3 | $1.28M | Buy |
15,908
+770
| +5% | +$62.2K | 0.08% | 241 |
|
|
2023
Q2 | $1.02M | Buy |
15,138
+2,208
| +17% | +$148K | 0.06% | 261 |
|
|
2023
Q1 | $787K | Buy |
12,930
+846
| +7% | +$51.5K | 0.05% | 271 |
|
|
2022
Q4 | $694K | Sell |
12,084
-1,506
| -11% | -$86.5K | 0.05% | 281 |
|
|
2022
Q3 | $801K | Buy |
13,590
+1,126
| +9% | +$66.4K | 0.06% | 251 |
|
|
2022
Q2 | $691K | Sell |
12,464
-4,204
| -25% | -$233K | 0.05% | 265 |
|
|
2022
Q1 | $1.21M | Buy |
16,668
+3,570
| +27% | +$259K | 0.08% | 236 |
|
|
2021
Q4 | $1.11M | Buy |
13,098
+6,000
| +85% | +$508K | 0.08% | 209 |
|
|
2021
Q3 | $629K | Buy |
+7,098
| New | +$629K | 0.05% | 226 |
|