Hennessy Advisors Inc’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
Q1 | – | Sell |
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|
2024
Q4 | $4.57M | Sell |
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|
2024
Q3 | $4.04M | Sell |
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|
2024
Q2 | $3.78M | Sell |
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|
2024
Q1 | $4.32M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $2.19M | Sell |
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|
2022
Q2 | $2.11M | Sell |
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|
2022
Q1 | $2.81M | Sell |
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|
2021
Q4 | $3.35M | Sell |
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|
2021
Q3 | $19.5M | Sell |
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|
2021
Q2 | $18.5M | Buy |
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|
2021
Q1 | $20.7M | Sell |
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|
2020
Q4 | $13.9M | Sell |
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|
2020
Q3 | $15M | Sell |
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|
2020
Q2 | $14.4M | Sell |
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|
2020
Q1 | $8.04M | Buy |
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|
2019
Q4 | $12.1M | Buy |
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