Hennion & Walsh Asset Management’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 | $3.11M | Sell |
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|
2025
Q2 | $3.13M | Sell |
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|
2025
Q1 | $3.17M | Sell |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q3 | $3.29M | Buy |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $2.17M | Sell |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $843K | Buy |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $880K | Sell |
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|
2021
Q3 | $932K | Buy |
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|
2021
Q2 | $795K | Buy |
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|
2021
Q1 | $817K | Buy |
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