Hunter Associates Investment Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Sell |
5,911
-495
| -8% | -$80.7K | 0.14% | 128 |
|
|
2025
Q1 | $1.01M | Sell |
6,406
-6,117
| -49% | -$968K | 0.16% | 122 |
|
|
2024
Q4 | $2.32M | Sell |
12,523
-2,356
| -16% | -$437K | 0.35% | 70 |
|
|
2024
Q3 | $2.3M | Sell |
14,879
-247
| -2% | -$38.2K | 0.36% | 66 |
|
|
2024
Q2 | $2.14M | Sell |
15,126
-2,688
| -15% | -$380K | 0.36% | 66 |
|
|
2024
Q1 | $2.83M | Buy |
17,814
+1,890
| +12% | +$301K | 0.48% | 54 |
|
|
2023
Q4 | $1.6M | Buy |
15,924
+558
| +4% | +$56K | 0.29% | 84 |
|
|
2023
Q3 | $1.19M | Buy |
15,366
+3,812
| +33% | +$296K | 0.24% | 98 |
|
|
2023
Q2 | $729K | Buy |
11,554
+6,806
| +143% | +$429K | 0.14% | 132 |
|
|
2023
Q1 | $290K | Buy |
+4,748
| New | +$290K | 0.06% | 207 |
|