HighPoint Advisor Group’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 | $310K | Buy |
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|
2025
Q2 | $243K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Buy |
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $238K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $431K | Sell |
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|
2015
Q3 | $660K | Sell |
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|
2015
Q2 | $1.39M | Sell |
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|
2015
Q1 | $1.35M | Buy |
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