Investment House LLC’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
$26.1M Buy
2025
Q2
$21.8M Buy
2025
Q1
$18.6M Buy
2024
Q4
$20.8M Sell
2024
Q3
$17.4M Sell
2024
Q2
$16M Sell
2024
Q1
$18.1M Buy
2023
Q4
$9.04M Buy
2023
Q3
$6.81M Buy
2023
Q2
$2.81M Buy