HM Payson & Co’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $31.6K | Hold |
200
| – | – | ﹤0.01% | 716 |
|
|
2024
Q4 | $37K | Hold |
200
| – | – | ﹤0.01% | 686 |
|
|
2024
Q3 | $31K | Hold |
200
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $28.2K | Hold |
200
| – | – | ﹤0.01% | 695 |
|
|
2024
Q1 | $31.8K | Hold |
200
| – | – | ﹤0.01% | 676 |
|
|
2023
Q4 | $20.2K | Hold |
200
| – | – | ﹤0.01% | 737 |
|
|
2023
Q3 | $15.5K | Hold |
200
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $12.5K | Hold |
200
| – | – | ﹤0.01% | 780 |
|
|
2023
Q1 | $12.2K | Hold |
200
| – | – | ﹤0.01% | 777 |
|
|
2022
Q4 | $11.5K | Hold |
200
| – | – | ﹤0.01% | 732 |
|
|
2022
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 769 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 800 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 800 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 795 |
|
|
2021
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 761 |
|
|
2021
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 869 |
|
|
2020
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 770 |
|
|
2020
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 838 |
|
|
2019
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 840 |
|
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 852 |
|
|
2019
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 858 |
|