Hamilton Point 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 | $7.45M | Sell |
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|
2025
Q2 | $6.24M | Sell |
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|
2025
Q1 | $9.17M | Buy |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $8.85M | Sell |
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|
2024
Q2 | $8.1M | Buy |
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|
2024
Q1 | $8.92M | Sell |
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|
2023
Q4 | $5.74M | Sell |
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|
2023
Q3 | $6.06M | Buy |
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|
2023
Q2 | $4.85M | Sell |
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|
2023
Q1 | $4.91M | Buy |
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|
2022
Q4 | $4.54M | Buy |
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|
2022
Q3 | $4.58M | Buy |
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|
2022
Q2 | $4.3M | Buy |
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|
2022
Q1 | $5.55M | Buy |
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|
2021
Q4 | $6.15M | Buy |
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|
2021
Q3 | $6.22M | Buy |
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|
2021
Q2 | $5.55M | Buy |
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|
2021
Q1 | $6.19M | Sell |
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|
2020
Q4 | $4.34M | Sell |
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|
2020
Q3 | $3.91M | Buy |
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|
2020
Q2 | $3.48M | Buy |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $2.99M | Buy |
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|
2019
Q3 | $2.74M | Buy |
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|
2019
Q2 | $2.53M | Buy |
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|
2019
Q1 | $2.17M | Buy |
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|
2018
Q4 | $1.94M | Buy |
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|
2018
Q3 | $2.46M | Buy |
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|
2018
Q2 | $2.29M | Buy |
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|
2018
Q1 | $1.95M | Buy |
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|
2017
Q4 | $1.82M | Buy |
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