Hantz Financial Services’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 | $307K | Sell |
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|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $11.1M | Sell |
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|
2023
Q1 | $12.2M | Sell |
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|
2022
Q4 | $11.7M | Sell |
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|
2022
Q3 | $13.5M | Buy |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $16.3M | Buy |
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|
2021
Q4 | $17.9M | Buy |
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|
2021
Q3 | $17.6M | Buy |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $14.3M | Buy |
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|
2020
Q4 | $7.65M | Buy |
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|
2020
Q3 | $6.62M | Buy |
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|
2020
Q2 | $5.91M | Buy |
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