Great Diamond Partners’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 | $4.25M | Buy |
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|
2025
Q2 | $3.5M | Sell |
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|
2025
Q1 | $3.69M | Sell |
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|
2024
Q4 | $4.63M | Sell |
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|
2024
Q3 | $3.89M | Sell |
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|
2024
Q2 | $4.01M | Buy |
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|
2024
Q1 | $4.18M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $1.38M | Buy |
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