Investment House 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 | $21.8M | Buy |
133,188
+15,757
| +13% | +$2.57M | 1.1% | 24 |
|
|
2025
Q1 | $18.6M | Buy |
117,431
+5,120
| +5% | +$809K | 1.06% | 24 |
|
|
2024
Q4 | $20.8M | Sell |
112,311
-133
| -0.1% | -$24.6K | 1.13% | 24 |
|
|
2024
Q3 | $17.4M | Sell |
112,444
-1,144
| -1% | -$177K | 0.94% | 26 |
|
|
2024
Q2 | $16M | Sell |
113,588
-346
| -0.3% | -$48.9K | 0.91% | 25 |
|
|
2024
Q1 | $18.1M | Buy |
113,934
+24,330
| +27% | +$3.86M | 1.06% | 25 |
|
|
2023
Q4 | $9.04M | Buy |
89,604
+1,980
| +2% | +$200K | 0.64% | 43 |
|
|
2023
Q3 | $6.81M | Buy |
87,624
+42,754
| +95% | +$3.32M | 0.54% | 54 |
|
|
2023
Q2 | $2.81M | Buy |
+44,870
| New | +$2.81M | 0.21% | 82 |
|