Insight Inv LLC’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 | $3.42M | Sell |
20,912
-695
| -3% | -$114K | 2.29% | 9 |
|
|
2025
Q1 | $3.42M | Sell |
21,607
-179
| -0.8% | -$28.3K | 2.35% | 6 |
|
|
2024
Q4 | $4.03M | Sell |
21,786
-80
| -0.4% | -$14.8K | 2.81% | 4 |
|
|
2024
Q3 | $3.39M | Sell |
21,866
-2,260
| -9% | -$350K | 2.84% | 3 |
|
|
2024
Q2 | $3.41M | Sell |
24,126
-2,024
| -8% | -$286K | 2.94% | 3 |
|
|
2024
Q1 | $4.15M | Sell |
26,150
-1,270
| -5% | -$202K | 3.6% | 2 |
|
|
2023
Q4 | $2.77M | Sell |
27,420
-20
| -0.1% | -$2.02K | 2.71% | 3 |
|
|
2023
Q3 | $2.17M | Buy |
27,440
+50
| +0.2% | +$3.95K | 2.4% | 6 |
|
|
2023
Q2 | $1.71M | Buy |
27,390
+3,550
| +15% | +$222K | 1.76% | 23 |
|
|
2023
Q1 | $1.45M | Buy |
23,840
+4,420
| +23% | +$269K | 1.56% | 31 |
|
|
2022
Q4 | $1.12M | Buy |
19,420
+3,300
| +20% | +$190K | 1.13% | 45 |
|
|
2022
Q3 | $950K | Buy |
16,120
+770
| +5% | +$45.4K | 1.05% | 46 |
|
|
2022
Q2 | $852K | Buy |
15,350
+5,700
| +59% | +$316K | 0.86% | 54 |
|
|
2022
Q1 | $700K | Sell |
9,650
-100
| -1% | -$7.25K | 0.64% | 60 |
|
|
2021
Q4 | $825K | Buy |
+9,750
| New | +$825K | 0.76% | 57 |
|