JGP Wealth Management’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 | $7.51M | Buy |
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|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $992K | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.49M | Buy |
|
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $879K | Buy |
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|
2023
Q2 | $690K | Buy |
|
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|
2023
Q1 | $651K | Sell |
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|
2022
Q4 | $616K | Buy |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $590K | Buy |
|