Great Diamond Partners’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 | $3.5M | Sell |
21,436
-1,885
| -8% | -$308K | 0.74% | 31 |
|
|
2025
Q1 | $3.69M | Sell |
23,321
-1,698
| -7% | -$268K | 1.01% | 23 |
|
|
2024
Q4 | $4.63M | Sell |
25,019
-100
| -0.4% | -$18.5K | 1.2% | 20 |
|
|
2024
Q3 | $3.89M | Sell |
25,119
-3,283
| -12% | -$509K | 0.99% | 25 |
|
|
2024
Q2 | $4.01M | Buy |
28,402
+2,100
| +8% | +$296K | 0.94% | 26 |
|
|
2024
Q1 | $4.18M | Buy |
+26,302
| New | +$4.18M | 0.96% | 25 |
|
|
2022
Q1 | – | Sell |
-20,368
| Closed | -$1.72M | – | 233 |
|
|
2021
Q4 | $1.72M | Buy |
20,368
+216
| +1% | +$18.3K | 0.44% | 59 |
|
|
2021
Q3 | $1.79M | Buy |
20,152
+192
| +1% | +$17K | 0.49% | 56 |
|
|
2021
Q2 | $1.59M | Buy |
19,960
+260
| +1% | +$20.8K | 0.45% | 61 |
|
|
2021
Q1 | $1.77M | Sell |
19,700
-7,372
| -27% | -$660K | 0.54% | 53 |
|
|
2020
Q4 | $1.38M | Buy |
+27,072
| New | +$1.38M | 0.44% | 54 |
|