GW&K Investment Management’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 | $13K | Sell |
78
-15
| -16% | -$2.5K | ﹤0.01% | 810 |
|
|
2025
Q1 | $15K | Buy |
+93
| New | +$15K | ﹤0.01% | 722 |
|
|
2024
Q2 | – | Sell |
-60
| Closed | -$10K | – | 950 |
|
|
2024
Q1 | $10K | Sell |
60
-30
| -33% | -$5K | ﹤0.01% | 714 |
|
|
2023
Q4 | $9K | Sell |
90
-20
| -18% | -$2K | ﹤0.01% | 720 |
|
|
2023
Q3 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 648 |
|